#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

WealthTech Today - Podcast készítő Craig Iskowitz

“Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As […]

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