Wealth.com on Advisor Speed Demos from FinancialAdvisor.TV
Wealth.com is the only tech-led end-to-end estate planning solution built specifically for financial advisors. Watch the Advisor Speed Demo!
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Jay Coulter, CFP®, CIMA®
Sep 9, 2023
TIFIN Wealth on Advisor Speed Demos from FinancialAdvisor.TV
TIFIN Wealth empowers Financial Advisors to grow their business with precision AI for organic growth.
Jay Coulter, CFP®, CIMA®
Aug 28, 2023
Opto Invest on Advisor Speed Demos from FinancialAdvisor.TV
Opto Invest empowers Financial Advisors to differentiate their practice by offering customized private fund offerings.
Jay Coulter, CFP®, CIMA®
Dec 15, 2022
Bento Engine
This installment of Advisor Speed Demos features Bento Engine. This software empowers Financial Advisors to bring better advice to more...
Jay Coulter, CFP®, CIMA®
Jun 8, 2022
Integrated Partners
Integrated Partners offers a truly differentiated platform in the world of aggregator sameness.
Jay Coulter, CFP®, CIMA®
Apr 28, 2022
Asset-Map
An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout empowering robust advice delivery.
Jay Coulter, CFP®, CIMA®
Apr 28, 2022
Snappy Kraken
Snappy Kraken is a complete digital marketing system for financial advisors who care about meaningful connections.
Jay Coulter, CFP®, CIMA®
Apr 28, 2022
Wealthbox
Wealthbox is a modern CRM you’ll actually enjoy with a beautiful UI, easy to learn systems and great mobile app.
Jay Coulter, CFP®, CIMA®
Apr 28, 2022
YCharts
YCharts was built to help you make smarter investments & visually communicate your insights.
Jay Coulter, CFP®, CIMA®
Apr 27, 2022
GeoWealth
GeoWealth provides a comprehensive and fully-integrated platform with best-in-class portfolio solutions.
Jay Coulter, CFP®, CIMA®
Apr 27, 2022
YieldX
YieldX empowers financial services firms to expand their fixed income product offerings and broaden their customer base.
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