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#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

WealthTech Today

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How Do Firms Integrate Digital With Their Infrastructure?

When a firm is bringing in digital advice and implementing it, how should they best integrate it with the rest of their infrastructure? Boy, that's a million dollar question. It really depends on what the corporate objectives are. But we get involved in those conversations, you know, every single day. And so for them, our co-pilot platform is a full stack managed account solution that just happens to be digital. So it digitizes everything.

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