In today’s competitive landscape, the right technology can be a game-changer for organic growth. Join Joel Bruckenstein, Publisher of Technology Tools for Today (T3) and Patrick Shaddow, CEO of Syntax Data, for an insightful discussion on how advanced tech tools can transform your business strategy and enhance client relationships.

In this session, you will:

• Discover how to harness technology for seamless business growth.
• Learn the “Ins and Outs” of custom indexing and its potential to revolutionize your portfolio management.
• Understand why transitioning to Direct Indexing could be the strategic move your business needs to stay ahead.

Don’t miss this opportunity to learn how the right tools can drive success and position your firm for sustainable growth.

Meet the speakers

Joel Bruckenstein

Publisher of Technology Tools for Today (T3)

Patrick Shaddow

President & CEO, Syntax Data