Proudly sponsored by Netwealth. In this episode, Peita chats with Vincent Holland, co-founder of Plutosoft. They explore the creation and capabilities of the Plutosoft software, and how it can be used as an end-to-end solution for advice practices and licensees.
Plutosoft Website
Vincent Holland LinkedIn
Curiosity Corner (Pathspace) website
Peita Diamantidis LinkedIn
Unlock the potential of your wealth business with Netwealth.
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
AdviceTech Podcast #28 – Financial Writers Australia
In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep …
-
AdviceTech Podcast #27 – intelliflo
This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based …
-
AdviceTech Podcast #26 – Oxford Risk
This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a …
-
AdviceTech Podcast #25 – OpenInvest
In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest …
-
AdviceTech Podcast #24 – Asendium
In this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of …
-
AdviceTech Podcast #23 – Padua
In this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua …
-
AdviceTech Podcast #22 – Fin365
This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the …
-
AdviceTech Podcast #21 – Ignition
In this week’s episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive …
-
AdviceTech Podcast #20 – Adviser Ratings
In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a …
-
AdviceTech Podcast #19 – iComply2
In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated …
-
Strategies to Creating Certainty in Retirement #1
In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They …
-
Strategies to Creating Certainty in Retirement #2
In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, …
-
Strategies to Creating Certainty in Retirement #3
In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at …
-
Strategies to Creating Certainty in Retirement #4
In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about …
-
AdviceTech Podcast #28 – Financial Writers Australia
In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep …
-
#390 Christine Bau
Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures …
-
#389 Paul Dunn
Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about …
-
27 MAR 2023 – Monday Market Highlights
This week we cover the Federal Reserve cash rate increase, the UK CPI print, Credit Suisse, Block and …
-
AdviceTech Podcast #27 – intelliflo
This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based …
-
#388 Chris Bates and Craig Bigelow
In this week’s episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. …