Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
AdviceTech Podcast #6 - Iress
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:53:28
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Sinopsis
This week Peita talks to Matthew Mensforth, Head of Product - Advice at Iress. They take a deep dive into the Iress suite of tools, along with Xplan and LAB. Iress Website: https://www.iress.com/ Iress Community: https://community.iress.com/ Matthew Mensforth (Iress) LinkedIn: https://www.linkedin.com/in/matthew-mensforth-b7469b5/ Curiosity Corner (Notion) website: https://www.notion.so/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/