About this event
We are delighted to invite you to the following event of the series of Connect webinars with our Digital Product Specialist, Soraya Pardo. Soraya will walk you through the different functionalities available in Connect - in a quick and easy bite-size session.
In this session we will cover:
• Create your benchmarks and risk levels
• Build and share your model and client portfolios
• Financial planning
• Portfolio reports
• Alerts
Allfunds
Allfunds provides an end to end solution with clients benefiting from dealing services and digital tools for data analytics, portfolio, research, and regulatory services
