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Events for March 2017

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27

Fuse Award Winner Spotlight: Wealth Access

28

New Money/New Accounts Billing

1

A Compliance Update: Practical Compliance Solutions for 2017

Reporting Onboarding Sessions – March 1

2

IAA Investment Advisor Compliance Conference

3

IAA Investment Advisor Compliance Conference

Reporting Onboarding Sessions – March 3

4
5
6
7

New Billing Items

8
9

Review of Feb. build release items

10
11
12
13

Bill Generator – March 13

14

QE Best Practice

15

Insight 2.0

16

Fuse Award Winner Spotlight: Everplans

Bill Generator – March 16

Basics of TWR & IRR

17
18
19
20

Bill Generator – March 20

21

Bill Generator – March 21

Reporting Onboarding Sessions – March 21

Bill Generator

22

Barron’s Top Indy Summit 2017

Engage

23

Barron’s Top Indy Summit 2017

Bill Generator – March 23

Reporting Onboarding Sessions – March 23

24

Barron’s Top Indy Summit 2017

QE Dashboard/Report Batch Tool

25
26
27

Bill Generator – March 27

28

Bill Generator – March 28

29

March Tech Lab

Report Batches/QE Dashboard

30

March Tech Lab

Bill Generator – March 30

Understanding Household Performance

31

Portfolio Audit Tips and Tricks

1
2
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