Proudly sponsored by Netwealth. This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.
iFactFind Website
Dr. Paul Moran LinkedIn
Curiosity Corner (Airtable) website
Peita Diamantidis LinkedIn
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You can get a transcript of this podcast here
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AdviceTech Podcast #28 – Financial Writers Australia
In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep …
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AdviceTech Podcast #27 – intelliflo
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AdviceTech Podcast #26 – Oxford Risk
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AdviceTech Podcast #25 – OpenInvest
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AdviceTech Podcast #24 – Asendium
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AdviceTech Podcast #23 – Padua
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AdviceTech Podcast #22 – Fin365
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AdviceTech Podcast #21 – Ignition
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AdviceTech Podcast #20 – Adviser Ratings
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AdviceTech Podcast #19 – iComply2
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Strategies to Creating Certainty in Retirement #2
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Strategies to Creating Certainty in Retirement #3
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Strategies to Creating Certainty in Retirement #4
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AdviceTech Podcast #28 – Financial Writers Australia
In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep …
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#390 Christine Bau
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#389 Paul Dunn
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AdviceTech Podcast #27 – intelliflo
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