Event Information
NAPFA Webinar - FeeX OMS - Manage Held Away Accounts Without Triggering Custody
Online Webinar
Wednesday, March 06, 2019
3:00 PM - 3:30 PM
iCalendar
Central Standard Time
Presented by Dave Goldman
Wednesday, March 6, 2019
3:00 PM ET, 2:00 PM CT, 12:00 PM PT
Members: Free / Non-members: Free
Unlock new revenues while providing a higher level of service to your clients.
Manage and trade held away accounts the way your clients really expect. FeeX's Held Away Order Management System (OMS) allows advisors for the first time ever to manage and trade any held away account (401k’s, 403b’s 457’s, HSA’s 529’s etc.) just like they do with custodied accounts. The FeeX OMS helps you keep in compliance with various financial regulators and alleviates custody challenges while enabling held away management. Managing and trading your clients held away accounts allows for a more comprehensive and holistic management approach while providing a higher level of service and substantially increasing a firm's revenue.
About FeeX -
FeeX provides mission critical platforms that unlock greater financial outcomes for both financial professionals and their end clients. Founded in 2012, we work with RIA's, BD's, Custodians, and Record-keepers, including many of the largest financial institutions in the county.
FeeX has put together an exceptional team of engineers in order to build creative solutions for age-old challenges that exist in the financial services industry. Advisors and their end clients can both use a leg up in securing their financial future, which is why we are so focused on solutions that benefit everyone.
David Goldman is the Vice President of Business Development at FeeX. He leads the expansion of the FeeX platforms to advisory firms and partners of all sizes including many Fortune 100 and Fortune 250 financial services firms. David has a passion for working directly with advisors in finding ways to unlock greater financial outcomes for themselves and their end clients. He has been invited to speak at the Department of Labor, the Securities and Exchange Commission and FINRA. Prior to Joining FeeX, David was an executive at Google working with Fortune 500 companies on growth strategies for their businesses.