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WalletShare Activity Consortium Webinar – SS&C
WalletShare Activity Consortium Webinar – SS&C
As discussed at the recent SME Forum in Charlotte, NC, the Activity Breakout Session had several topics that were top of mind for distribution intelligence leaders: Are Financial Advisors taking meetings? Activity share, is it what you expect? Rankings at the asset manager level & firm level. How many data points are gathered per interaction? […]