Trent Berry

Trent Berry

Whole in One: Teeing Up a Comprehensive Alternatives Investment Platform

May 6, 2025 • 12 minutes

Whole in One: Teeing Up a Comprehensive Alternatives Investment Platform

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The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

Jun 2, 2025 • 24 minutes

The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

Doug Fritz shares how firms can modernize, personalize, and future-proof the advisor-client experience.

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Amplifying Operations with the April Geneva Release

Jun 3, 2025 • 24 minutes

Amplifying Operations with the April Geneva Release

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