Proudly sponsored by Netwealth. This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.
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Peita Diamantidis LinkedIn
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You can get a transcript of this podcast here
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
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AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …
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AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
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AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
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AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
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AdviceTech Podcast #142 – Lean, Smart & Integrated Tech Stacks
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how …
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AdviceTech Podcast #141 – Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and …
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AdviceTech Podcast #140 – Process Driven Tech Stacks
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance …
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AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …
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AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
-
AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
-
AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …
-
AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
-
AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
-
AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
-
AdviceTech Podcast #142 – Lean, Smart & Integrated Tech Stacks
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how …
-
AdviceTech Podcast #141 – Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and …
-
AdviceTech Podcast #140 – Process Driven Tech Stacks
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance …
-
AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …
-
AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
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Investment Feed Insights #2
In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to …
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Investment Podcast #26 – Investing Experience During Volatility
When the market noise is deafening, how do you help clients stay calm and focused? In this episode, …
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AdviceTech Podcast #140 – Process Driven Tech Stacks
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance …
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#500 Marcus Boadle
Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from …
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AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …
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Investment Podcast #27 – Managed Accounts
Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed …
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AdviceTech Podcast #142 – Lean, Smart & Integrated Tech Stacks
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how …
-
#502 Mark and Emma O’Flynn
This week, James is joined by Mark and Emma O’Flynn from Oxlade Financial. They discuss the rapid growth, …
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AdviceTech Podcast #141 – Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and …
-
#501 Joel Ronchi
Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with …
-
Investment Feed Insights #2
In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to …
-
Investment Podcast #26 – Investing Experience During Volatility
When the market noise is deafening, how do you help clients stay calm and focused? In this episode, …
-
AdviceTech Podcast #140 – Process Driven Tech Stacks
This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance …
-
#500 Marcus Boadle
Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from …
-
AdviceTech Podcast #139 – Fin365 Update
In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform’s evolution, …
-
Investment Podcast #27 – Managed Accounts
Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed …
-
AdviceTech Podcast #142 – Lean, Smart & Integrated Tech Stacks
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how …
-
#502 Mark and Emma O’Flynn
This week, James is joined by Mark and Emma O’Flynn from Oxlade Financial. They discuss the rapid growth, …
-
AdviceTech Podcast #141 – Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and …
-
#501 Joel Ronchi
Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with …