WealthStack
@wealth__stack
A new era of advice: where wealth management & wealthtech converge.
ID: 1097510487686856704
https://informaconnect.com/wealthstack/ 18-02-2019 14:57:45
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Jump, Zeplyn and Zocks | AI Meeting Assistant for Advisors, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the AdvisorEngine platform. spr.ly/6017N5t81