On-Demand Webinar Recording

Client Case Study, Laureate Wealth: Laureate Wealth's Domination of Alternative Investments

What you’ll learn in this webinar:

"Are you managing alternative investments with the right tech stack?"

If you're grappling with these challenges in the realm of alternative investments, our upcoming webinar is an essential resource for you:

  • The complexities and inefficiencies in aggregating and inputting data from alternative investments
  • The struggle to integrate disparate data sources into a coherent investment view
  • The need for enhanced client reporting and holistic portfolio management

Join us for this insightful webinar, where we dive into a client case study with Laureate Wealth and their domination of the alternative investment landscape. In this webinar you'll discover how our cutting-edge wealth management solutions are being used by industry leaders.

We'll delve into the journey of Laureate Wealth's adoption and integration of Masttro's platform. Learn from Mitch Nichols (Client Account Management at Masttro) and Jeremy Boynton (Founder of Laureate) as they share their experiences and insights on leveraging Masttro for superior management of alternative investments.

Key highlights of the webinar include:

  • An in-depth look at personal investment philosophy of Laureate and their unique approach to alternatives
  • Insightful discussions on the transition to and implementation of Masttro’s platform
  • Valuable considerations for advisors aiming to enhance their alternative investment strategies
  • A live Q&A session to address your specific questions around wealth tech and alts

Enjoy this fireside chat to hone your approach to alternative investments and experience firsthand how Masttro empowers financial advisors to achieve excellence in wealth management. This will be a looking-ahead session for advisors considering new approaches to alternative investment management in 2024.