See how BILL can revolutionize your finance team’s productivity.

Join BILL and Carlos Dias Jr., CEO of Dias Wealth, for an expert-led webinar to learn how to future-proof your firm’s technology to support next-gen clients.

Whether you're an RIA, wealth manager, or financial advisor, we’ll break down how to:

  • Future-proof your practice with key challenges and opportunities that supports the next generation of clients
  • Optimize your tech stack to manage the process effectively
  • Streamline client onboarding and communication with modern CRM and portal tools
  • Protect sensitive client data with compliance-ready tech solutions

Watch on-demand today to see how BILL can revolutionize your finance team’s productivity.

Meet the speakers

Meet the speaker

Carlos Dias Jr.
CEO, Dias Wealth

Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.

Meet the speakers

Carlos Dias Jr.
CEO, Dias Wealth

Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.

Register for the webinar

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