Quarterly Advisor Roundtable
Quarterly Advisor Roundtable
Led by Professional Advisors Like You.
Growing Your Advisory Business with ARC
Thursday, September 17th, at 4:30 PM EST
8:30pm GMT | 10:30pm CETRegister Now
Growing Your Advisory Business with ARC
Discover how advisors use ARC's technology, tools, and global capabilities to operate more efficiently and support the evolving needs of their clients.
The roundtable will be led by:
Shashank Chiranewala will present how advisors can leverage ARC Advisor Account API capabilities in combination with Plutus to build and scale a modern advisory practice.
Register Now
For questions about the webinar, please contact advisorroundtable@arclightcapital.cc.
Visit our Registered Investment Advisor webpage to learn more about the benefits of being an advisor on the ARC platform. View Our Offering
Past Webinars
11
2026
The ARC Advantage for Advisors
Learn from industry professionals as they discuss their ARC experience and how the platform helps streamline operations, support growth, and enhance client service.
Harry Figgie from Greenwich Wealth Management will present on the Tax Optimizer tool.
Adam Gold from Katam Hill will present on Flex Queries, including custom email reporting for daily delivery.
26
2026
Leveraging Advisor Tools at ARC
Join industry professionals as they share their ARC journey and discuss how the platform streamlines operations, supports business growth, and enhances client service.
Harry Figgie from Greenwich Wealth Management presents on the Allocation Order Tool.
6
2025
Transforming Advisory Services with ARC Tools
Join three industry professionals as they share their ARC journey, demonstrating how our platform supports the advancement of their practice, enhances operational efficiency, and elevates client service delivery.
Harry Figgie from Greenwich Wealth shares expert insights on navigating the Hedge Fund Marketplace.
Adam Gold from Katam Hill demonstrates PortfolioAnalyst's comprehensive reporting capabilities.
Christopher Davis from Hudson Value Partners for an in-depth look at the Allocation Order tool.
25
2025
Optimizing Advisor Services with ARC Tools
Join us for an engaging session featuring Rodney Rincon from Draxis Asset Management, who will share insights on leveraging ARC tools to improve efficiency, reduce costs, and deliver client value. Rodney will highlight key platforms that support portfolio management, trading, taxes, CRM, and risk.
15
2025
Leveraging Advisor Tools at ARC
Discover how successful advisors utilize ARC's platform to grow their business. Our panel of industry professionals will share insights on maximizing efficiency, reducing costs, and creating value for their clients through ARC's technology.
Andrew Horowitz from Horowitz & Company showcases how portfolio rebalancing and trading automation tools help him streamline operations and enhance portfolio management.
Cristof Ensslin from Pine Ridge Wealth explores how the AI-powered commentary generator creates personalized client reports with performance updates and relevant market news.
Harry Figgie from Greenwich Wealth demonstrates how ARC ForecastTrader is a powerful tool in his advisory practice.
6
2025
Maximizing Your Potential on the ARC Platform
Learn how three leading advisors leverage ARC's platform to enhance their business efficiency, serve clients better, and gain a competitive edge.
Adam Gold from Katam Hill will demonstrate how the Pre-Trade Allocation tools help him optimize trade execution and improve portfolio management efficiency across multiple client accounts.
Christopher David from Hudson Value Partners explores how to leverage the Mutual Fund/ETF look through tool when building new portfolios and integrating a client's existing, low-basis holdings.
Corey Roun from Lyons Wealth Management explores how to leverage the Write Options tool for dynamic position management and portfolio adaptation strategies.
24
2024
Optimizing Your Advisory Business with the ARC Platform
This webinar features two industry professionals discussing their journey with ARC and how our platform enables them to enhance their practice, optimize operations, and better serve their clients.
Clinton Dodson from Fort Street Asset Management explores how the Risk Navigator Tool helps him manage and assess market risk across multiple asset classes.
Harry Figgie from Greenwich Wealth Management discusses exchange-listed Forecast Trading, which allows you to trade your opinion on yes-or-no questions on political, economic and climate indicators.
22
2024
Building Your Competitive Advantage on the ARC Platform
This webinar features three advisors who discuss why they chose the ARC platform and how they use it to build competitive advantage, efficiently manage their business, and serve their clients at a lower cost.
Clark Kastner from Weatherhelm Capital Management discusses how he uses the Option Strategy Lab to help create and analyze option strategies based on price or volatility predictions and compare potential outcomes.
Parker Evans from Successful Portfolios explains how he uses ARC's robust reporting tools to generate standard and custom reports, set up automatic statement delivery, and utilize flex queries for detailed analysis.
Darin Tuttle from Tuttle Ventures LLC presents an overview of the many kinds of research available on the Arclight Capital platform and explains their importance to his intraday operations.
11
2024
Using ARC’s Advisor Tools to Grow Your Business
This webinar features four advisors that will speak on multiple topics of ways that Arclight Capital has assisted their advisory firm be successful at Arclight Capital. Focusing on an international approach, topics include opening accounts, growing their business, and PortfolioAnalyst.
Marc DeCuffa from Proxy Wealth presents on opening accounts for both domestic and international clients.
Noland Langford from Left Brain Wealth Management presents on PortfolioAnalyst. Arclight Capital' PortfolioAnalyst is a real-time reporting tool within Client Portal, which allows investors to analyze portfolio performance, concentration, and risk measures over a specified time period.
Ann Marie Regal, CEO of Avrio Wealth presents on growing an international advisory firm.
Harry Figgie from Greenwich Wealth Management presents on the Scale Trader Tool and Accumulate/Distribute Algorithms. The ScaleTrader algorithm allows users to design orders to buy at increasingly lower prices and sell at increasingly higher ones while simultaneously masking their footprint from the market. The Accumulate/Distribute algorithm is useful for buying or selling large quantities of stocks, options, futures, or forex orders over time using smaller random size increments that may help minimize market impact.
30
2024
Innovative Advisor Tools at ARC
This webinar features four advisors that will speak on multiple topics of ways that Arclight Capital has assisted their advisory firm be successful at Arclight Capital. Topics include the Allocation Order Tool, Model Portfolio Tool, Bond Search Tool, and Technology Integration with ARC.
Harry Figgie from Greenwich Wealth Management presents on the Allocation Order Tool. The Trader Workstation Allocation Order Tool allows an advisor to quickly and accurately allocate a single trade in stocks, options, futures, or future options into their clients’ accounts.
Cullen Breen from Dutch Asset Corporation presents on the Model Portfolio Tool. Models provide an efficient process for managing multiple trading strategies for an advisor's clients without requiring them to open multiple accounts.
Rick Senatore from Stonewall Capital Management presents on the Bond Search Tool in TWS. The external Bond Search tool is an advanced query tool that allows you to search for bonds using specific filter criteria.
Mauricio Armando from BCP Advisors presents on Technology Integration with ARC. Integrate your ARC data with third-party portfolio management, order management, post-trade allocation and compliance software.