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FPPad Tech Tour: inStream Solutions
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Content provided by FPPad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FPPad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions.
Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated wealth management solution for all financial advisors.
(Watch FPPad Tech Tour with Alex Murguia and John Wotowicz of inStream Solutions on YouTube)
Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/
FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com
CHAPTER MARKERS:
0:10 FPPad Tech Tour Intro
0:43 inStream introduction
4:27 What prompted the move to make inStream a product for all financial advisors?
6:28 What are the important personal attributes of Alex Murguia?
7:20 Introducing John Wotowicz
9:38 How John applies his passion to the growth of inStream
11:20 How will inStream push the envelope of financial planning software in the future?
13:14 inStream announces match for contributions to the Foundation for Financial Planning
50 episoade
Distribuie
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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.
Manage episode 157896979 series 1236085
Content provided by FPPad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FPPad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions.
Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated wealth management solution for all financial advisors.
(Watch FPPad Tech Tour with Alex Murguia and John Wotowicz of inStream Solutions on YouTube)
Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/
FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com
CHAPTER MARKERS:
0:10 FPPad Tech Tour Intro
0:43 inStream introduction
4:27 What prompted the move to make inStream a product for all financial advisors?
6:28 What are the important personal attributes of Alex Murguia?
7:20 Introducing John Wotowicz
9:38 How John applies his passion to the growth of inStream
11:20 How will inStream push the envelope of financial planning software in the future?
13:14 inStream announces match for contributions to the Foundation for Financial Planning
50 episoade
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Similar cu FPPad
The avforums podcast brings you the latest tech, movie and gaming news, plus special features, interviews and show reports from the world of audio visual home entertainment
…
continue reading
Daily cybersecurity news for practitioners. Vulnerabilities, defenses, threats, network security insight, research and more to make you sound smarter as you get to the office in the morning. New each weekday.
…
continue reading
Babbage is our weekly podcast on science and technology, named after Charles Babbage—a 19th-century polymath and grandfather of computing. Host Alok Jha talks to our correspondents about the innovations, discoveries and gadgetry shaping the world. Published every Wednesday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of your subscription. For more information about Economist Podcasts+, including how to get access, please visit our FAQs pa ...
…
continue reading
Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
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Windows Weekly is about more than Windows. Veteran Microsoft insiders Paul Thurrott and Richard Campbell join Leo for a deep dive into the most valuable company in the world. From consumer to enterprise, AI to Xbox, Windows Weekly is the only Microsoft podcast you'll ever need. Records live every Wednesday at 2:00pm Eastern / 11:00am Pacific / 19:00 UTC.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
Ever wondered how automation will change the world? Maybe you puzzle over what India could do to ease traffic congestion, or how China's aircraft carriers will transform Indian Ocean geopolitics? All Things Policy, a daily podcast brought to you by the Takshashila Institution, brings you all the answers. Every weekday, our researchers break down complex economic and geopolitical ideas through the lens of current events. For everyone from the busy executive to the curious student, All Things ...
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The election has been decided, and Donald J. Trump is the United States’ 47th president. With 15 years of experience covering politics, Puck senior political correspondent Tara Palmeri is here to bring you all the latest news and developments from Trump’s second term, including her exclusive reporting and interviews with the smartest political brains to discuss all the latest developments from the front page to behind the scenes in Washington, D.C.
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continue reading
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