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2min chapter
AI Innovations with Joe Lonsdale
Masters in Business
Integrating Opto: Bridging Small and Large Firms in Investment Practices
This chapter explores the integration of the Opto platform among registered investment advisors, highlighting its rapid growth and user-friendly features. It emphasizes the importance of user feedback and discusses the unique needs of firms seeking custom funds and alternative investments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode