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  • FinTech
  • Practice Management

26 June 2025 | 1:45 PM - 2:10 PM

Transitioning Seamlessly to Direct Advisory Suite

Join us for an in-depth session on best practices for adopting Direct Advisory Suite. We’ll address the most frequently asked questions about the process, giving you clarity and confidence every step of the way. This session is designed to equip you with the tools and insights needed to transition efficiently while maintaining continuity in your operations.

Speakers

Customer Success Specialist, Direct Platform

Kyle Lalonde

Customer Success Specialist, Direct Platform
Morningstar