Beyond U measures an advisor’s achievement through post-seminar assessments. The platform also provides downloadable templates and tools for advisors to practice and use what they’ve learned.
In addition to seminars and videos, advisors will have access to networking study groups. Beyond U’s trainers lead the study groups and prompt discussions among the advisors.
Trizic Expands Services With Apex Clearing
Custodian Apex Clearing is expanding its digital services through a partnership with Trizic, a work-flow platform for registered investment advisors, broker-dealers and large financial institutions.
Drew Sievers, Trizic’s CEO, said he created the company to streamline advisor processes like account openings, account rebalancing, customer service and client billing to make them more cost- and time-efficient.
Trizic’s partnership with Apex Clearing allows financial professionals access to more digital work-flow solutions.
Apex Clearing is a full-service clearing firm for digital wealth management, according to Trizic’s press release. Sievers believes expanded digital options will allow advisors to make their practices purely digital.