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WEBINAR REPLAY

How Foxit and tru Independence teamed up to help wealth management firms

Learn from CIO Paul Dalton at tru Independence standardize on ONE PDF editor to simplify deployment, training, and license management with Foxit PhantomPDF across all registered investment advisors and wealth management customers.

Learning points:

  • No hassle IT
  • Control and automate software upgrades
  • Easy to manage licenses as users and go without additional license cost
  • Budget-friendly flexible licensing model – choose between one-time license cost or subscription, makes it affordable to provide a full PDF editor to all users

About the Presenters:

Paul Dalton

Paul Dalton

Chief Technology Office, tru Independence

DeeDee Kato

DeeDee Kato

VP Corporate Marketing, Foxit Software

WEBINAR REPLAY

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