Solving the RIA M&A Technology Puzzle

WEBINAR RECORDING:
Solving the RIA M&A Technology Puzzle

Join industry experts from ShellBlack, DeVoe, and Mirador as they delve into:

What trends are driving mergers and acquisitions
Which information is considered mission critical?
What’s involved in data migration and change management?
What are the benefits of working with a technology partner?

ShellBlack is a trusted Salesforce consulting firm specializing in the Financial Services sector.
DeVoe is a strategic consultant to RIAs for business consulting, investment banking, and valuation.
Mirador is an outsourced technology partner supporting wealth management firms.