A financial panorama on a single canvas
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A sample household in Portrait: assets, projections, family details, and planning checklists, all on one screen.
What we'll cover
The client experience today
A day in the life of client work at PWL, from the first conversation through ongoing planning, and where the advisor's time actually goes.
Portrait, shown in real use
Portrait in action: how a family's accounts, goals, and plans come together in one place, and how that transforms client meetings.
From paper to planning platforms
How the process evolved, from paper questionnaires to SPRO, NaviPlan, Conquest, and today's tools, and what each step taught us.
The team and culture behind it
The team that builds and refines the experience, the habits that keep it improving, and what it means for an advisor's day.
A work in progress
Why we treat today's experience as a starting point, not a finish line, and what's already in the works.
Who the webinar is for
Advisors and planners
Financial planners, portfolio managers, and advisors who want to see how new tools are changing the way planning gets done and what it looks like when a client's whole financial life lives in one Portrait.
What you'll take away
Great advice depends on time with clients, yet too much of an advisor's week disappears into data entry, forms, and scouring client notes to prepare for meetings. See how the platform, the team, and a growing set of AI tools take on that work, so advisors spend more time understanding clients and helping them make better decisions.
“Stop asking ChatGPT the difference between an LRSP and a LIRA. Start using AI like the GOAT you are.”
Curious what it's like to plan this way?
We're always glad to hear from advisors who share our approach: evidence-based
investing, planning first, and clients' interests at the centre of every decision. Reach out before or after the webinar.
