AP has partnered with SmartX Advisory Solutions, a savvy fintech firm, in helping to integrate major enhancements to the American Portfolios Advisory Platform. Affiliated colleagues doing advisory business will be provided with a single interface in which to access and manage third-party managed and/or rep-directed accounts. Through this advanced technology—representing a significant investment in time and resources—advisors can utilize robust tools for portfolio building, drift management and rebalancing to drive the growth of their advisory business. These integrated enhancements help the firm to transform its business operations, achieving operational excellence and improved productivity, while meeting your clients’ expectations and objectives. Recorded October 13, 2020.