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Charles River & A360°: Optimizing the Digital Wealth Experience

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Nick Diodati​
Director, Wealth Product Strategy, Charles River

Richard Hart​
SVP, Corporate Development, Advisor360°

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Modern technology offers wealth managers and advisors with the right tools to succeed in today’s market. Legacy technology and numerous new solutions can be a challenge to navigate. Nick Diodati, Director, Wealth Product Strategy, Charles River Development, and Rich Hart, SVP, Corporate Development, Advisor360°, discuss the possible solutions to better leverage technology in the wealth space.

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The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

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