Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

AdviceTech Podcast #96 - Elemnta

Informações:

Sinopsis

This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta's mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisors and product manufacturers. Elemnta Website: https://elemnta.com/ Shaun Green LinkedIn: https://www.linkedin.com/in/shaungreen1/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20240816 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/