Janson Evans, Head of Sales at AdvisorPeak hosted a webinar with Bridge where he discussed how to create models, manage accounts at the individual and household levels, trade and rebalance efficiently, and save time to maintain client relationships.

Additionally, Janson demonstrated how AdvisorPeak enables you to trade with speed and accuracy, and simplify trade execution.

Please click here to access the recording. The password to access this webinar is nU26#UeY.

If you are interested in connecting with AdvisorPeak to learn more about how you can integrate Bridge with their intuitive trading and rebalancing solution, please feel free to contact sales@advisorpeak.com.