Introduction to Acumen

Demonstrating how it streamlines the complexities of private wealth management for ultra-high-net-worth individuals and their families. We will explore features including automating record-keeping, investment management, payment processing, and compliance, and show how Acumen empowers users to handle intricate requirements with ease.

Who should attend?

• New team members unfamiliar with the system.

• Those seeking a refresher on its key functions and for.

• Anyone interested in discovering how Acumen’s features can benefit their business.

Don’t miss this opportunity to gain confidence and practical insights to leverage this powerful tool to its fullest!