The September Kitces Software Showcase will feature demos from 4 Investment Research software vendors that equip advisors with the information they need to advise clients on their investments: YCharts, FactSet, Koyfin, and Kwanti.
At this Kitces Software Showcase, representatives from each software company will provide a tour of their software, and then answer advisor questions live! At this event, advisors will learn:
- The core functionalities of each software
- The unique and differentiating features offered by each software
- How the software integrates with other tech
- The pricing for individual advisors and firms
- And answers to whatever other questions you may have!
