Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
WealthTech Today
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Key Trends in Wealth Management Technology
This chapter focuses on the preparation for a keynote presentation featuring over 250 slides, highlighting key aspects of wealth management technology. It delves into the importance of CRM systems, financial planning platforms, and the trend of portfolio accounting systems integrating standalone solutions.
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