Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features of the user-focused, AI-driven personal finance management platform, its consumer-centric approach, personalized insights, emphasis on data security, and what features are planned in the future. Alex Chavotier LinkedIn: https://www.linkedin.com/in/alexandre-chavotier-ba6a3ab8/ Upworth Website: https://upworth.com.au/ Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240322 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/