Between Sessions with FolioDynamix at T3 Enterprise 2015

FPPad

محتوای ارائه شده توسط FPPad. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط FPPad یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

9y ago 8:32

MP4•خانه قسمت

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 (10M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

I met with Joseph Mrak, Chairman & CEO of FolioDynamix, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference.

Over 80,000 advisors use the FolioDynamix platform which includes functionality for prospecting, account opening and ongoing account maintenance.

FolioDynamix also offers Fix SingleSight, an all in one platform for advisor and home office investment management.

Mrak used his presentation time to address the threats and opportunities posed by robo advisors in the wealth management industry.

“I’ve got nothing against robos,” Mrak said, “I just don’t find them all that novel,” and added that he was closely following the growth of such servives, citing this Economist article on disappointing growth at the largest automated investment services today.

50 قسمت

#Tech News #FPPad #Bit For Byte #News