Dec '23 in AdvisorTech Demo
Dec. 5th Integrated Tech Demo Recording
Our first "integrated" tech demo is in the books - and it went as smooth as butter. :)
Love to see how these tools flow together in a prospect to client journey.
04:00 Wealthtender
09:17 PreciseFP
17:16 Asset-Map
24:25 Hubly
30:05 Bento Engine
36:55 Q&A
2
2 comments
Dec. 5th Integrated Tech Demo Recording
skool.com/proadvisorsuite-8887
Hack Your Tech Stack! with the ProAdvisorSuite community
Leaderboard (30-day)
1
+5
2
+2
3
+1
4
+1
5
+1
powered by