The Top Class Wednesday Update would like more sauce
Rich talks platform integrations and friction, and the sticking point of getting data back out in a way that works.
The Catwalk is closed!
The Church of AdviceTech is no longer in session. Catch up on the winner and photos from an epic day of tech demos, High Inquisitions and more.
How planners are meeting the tech stack challenge
Advice professionals say practice management systems are the weakest point in their advice tech, more so than their chosen platforms.
