AdviceTech Podcast #61 - Paraplanner.ai

This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool.

Paraplanner.ai Website:   https://www.paraplanner.ai/    Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/ Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Curiosity Corner (Sleeptown):  https://sleeptown.seekrtech.com/  Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231117

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/