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Experience Valian: Client Engagement, Redefined
There’s no shortage of financial portals and applications available to today’s investors – and that’s the problem. While advisor fintech providers have delivered mobile-responsive portals for years, they have historically struggled to offer an app-based experience that’s on-par with the direct-to-investor facing tools on the market, limiting an advisor’s ability to fully leverage that technology as part of their complete offering. That is, until now.

Introducing Valian, the only financial app your clients need. AssetBook’s Valian empowers advisors and their clients through first-of-its-kind capabilities that will set a new standard for advisor-led client engagement technology.

In this live platform overview, hear from AssetBook’s CEO Marwa Zakharia, and CTO Miguel Zakharia as they share more on the platform’s more innovative features, including:

- Fully-archived and SEC-compliance approved in-app chat
- Consolidated views of managed and non-managed accounts
- Prospecting and client-onboarding capabilities, and more

Learn how Valian fits into AssetBook’s long-term product vision and commitment to delivering intelligent, reliable tools and responsive, engaged support.

Oct 6, 2022 11:00 AM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Miguel Zakharia.