The May Kitces Software Showcase will feature demos from 4 Compliance Software vendors that equip advisors with the tools they need to manage staying compliant: COMPLY, Advisor Assist, SmartRIA, and Orion Compliance. At this Kitces Software Showcase, representatives from each software company will provide a tour of their software, and then answer advisor questions live! 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!
