Announcing the New PTE 2020-02 Working Group

NSCP is proud to bring you this exclusive member benefit.

Facilitated by Craig Watanabe of DFPG Investments, the PTE 2020-02 Working Group will be dedicated to PTE 2020-02 Automated Solution Due Diligence. The Working Group will conduct due diligence on invited vendors including but not limited to Morningstar, FI 360, Investorcom and Capital Rock. Afterwards the group will be able to discuss the pros and cons of each vendor. 

The working group will meet for five consecutive weeks, beginning on Wednesday, March 23rd from 3:00 – 4:00pm EST.


NSCP does not endorse or support any vendor or product. Further, NSCP disavows any information presented or discussed in the working group. All members must assume full responsibility to meet their own due diligence obligations. The sole purpose of this working group is to assist in the vendor due diligence process for our members.

Designsite

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