This comprehensive learning path is designed for advisors who are ready to take their practice to the next level using AppVentory. Apply a complete advisory workflow, from client management to configuring apps and delivering measurable business impact.

Learners will:

• Manage clients end-to-end, including onboarding, offboarding, and tracking prospective clients.
• Configure and manage client app stacks to optimize efficiency and usage.
• Analyze financial opportunities across different services offered to clients.
• Leverage data-driven insights to provide proactive technology and financial guidance.
• Gain practice management skills to improve operational oversight and client satisfaction.

Equip yourself to grow your advisory practice, deliver high-value client services, and manage technology and financial strategies efficiently using AppVentory.