FPPad Tech Tour: inStream Solutions

FPPad

内容由FPPad提供。所有播客内容（包括剧集、图形和播客描述）均由 FPPad 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

8+ y ago 15:51

MP4•单集首页

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 (9M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions.

Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated wealth management solution for all financial advisors.

(Watch FPPad Tech Tour with Alex Murguia and John Wotowicz of inStream Solutions on YouTube)

Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/

FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com

CHAPTER MARKERS:
0:10 FPPad Tech Tour Intro
0:43 inStream introduction
4:27 What prompted the move to make inStream a product for all financial advisors?
6:28 What are the important personal attributes of Alex Murguia?
7:20 Introducing John Wotowicz
9:38 How John applies his passion to the growth of inStream
11:20 How will inStream push the envelope of financial planning software in the future?
13:14 inStream announces match for contributions to the Foundation for Financial Planning

50集单集

#Tech News #FPPad #Bit For Byte #News