Ep. 229: The Breakaway Blueprint, with Advyzon
WealthTech Today
00:00
Empowering Breakaway Businesses
This chapter explores the innovative technology platform tailored for breakaway businesses, detailing its suite of tools that enhance client service following a transition from a larger organization. The discussion highlights the company's growth journey, relationships within the industry, and cutting-edge features designed for financial advisors, including a unique quantum rebalancer.
Transcript
Play full episode
