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.
iFactFind Website
Dr. Paul Moran LinkedIn
Curiosity Corner (Airtable) website
Peita Diamantidis LinkedIn
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You can get a transcript of this podcast here
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