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Integrated Advisors Network Monthly Newsletter: March 2020
Linda Pix
/ Categories: Announcements

Integrated Advisors Network Monthly Newsletter: March 2020

Issue 8: Volume 1

What's New?

Have You Registered for Advisor Summit 2020?

We are looking forward to seeing everyone in Dallas May 6-8 for our Advisor Summit 2020.

Please click on the link below to view the preliminary agenda, register for the conference, and make your hotel reservation.

Thanks to our generous sponsors, hotel room and tax will be provided for two nights for all registered advisors on the Integrated platform.

Feel free to contact Linda Pix by email at or by phone at 949-735-5430 with any questions.


Take Advantage of Educational Workshops and Conferences

Located in the Advisor Portal section of our website, the Industry Events Calendar provides access to industry conferences, regional workshops and integrated hosted events.

If you’re interested in attending Pershing INSITE on June 10-12 in Chicago, IL contact Linda Pix.

Be sure to check out the calendar for details on upcoming events in your area as you are starting to plan for the Spring and Summer seasons.


Upcoming Integrated Alliance Partner 'Spotlight' Conference Calls

Save the Date - March 25:

YCharts is a comprehensive technology platform designed to help you make smarter investment decisions. Over 4,000 professionals leverage YCharts for quality data, powerful visualization, and advanced analytics tools - all at an affordable cost. Accessible from anywhere and any device, YCharts is a resource for idea generation via portfolio modeling and industry-leading stock and mutual fund screeners; analysis through charting, security comparison, and dynamic YCharts Excel Add-In; and staying up to date with customizable email reports, real-time news feeds, and alerts to monitor the markets.  


Check Out Our Newest Addition to the Integrated Alliance Program

Trendrating a leader in “trend capture” models, analytics and technology, serving 100+ institutions worldwide and premier partners including Euronext.

Learn more in their profile listing.

Recent Updates in the Knowledge Center


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