Didi is the Strategic Enablement Manager at Astute – The Financial Services Exchange. She and Louis discuss her journey through the advice industry, and if financial planners should consider building their own fintech software.
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn.
Asset-Map. Deliver advice, faster.
Visit Allan Gray to learn how they build long-term wealth for clients.
You can get a transcript of this podcast