Webinar Replays

factorE partners with LPL… Analyze & Communicate Risk with a Click!

By November 6, 2019October 16th, 2020No Comments
LPL Vendor Affinity Launch Webinar! Featuring Jeremy Olen, CFA, Managing Partner & CIO of the Financial Services Network.

LPL has selected factorE to be one of its preferred providers of cloud-based portfolio analytics for over 16,000 financial advisors.

Users enjoy:

  • Seamless workflow: Integrate directly with your portfolio aggregation software
  • Institutional quality analytics: Factor-based analysis and stress-testing
  • Dynamic Interface: Cloud-based solution suitable for use on an iphone, ipad, or on your desktop or laptop.

Special Guest:

Jeremy Olen, CFA
Managing Partner, Chief Investment Officer
The Financial Services Network

Jeremy will provide his insights on the tool. Learn how factorE plays an important role in due diligence, risk discovery, and client prospecting in todays market.

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