The Last Trade E010: Building and Managing Generational Wealth with Morgen Rochard
Onramp Media
How to Integrate With Financial Planning Software
There is something in there that needs to happen as far as like for advisors For the actual reporting is concerned if you're going to have clients hold these hold their own keys The reporting is missing for sure. Um, that could be as much as a simple integration though. With the platform so somebody like unchain capital um could basically integrate with a lot of advisor softwares.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
