Panoramix Spotlight Series Ep. 03
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Host:

Joel Bruckenstein
President, Technology Tools for Today

Guest:

Chris Hastings

CEO, Panoramix

Kartik Srinivasan
Senior Managing Director, 3rd Party Integration
Digital Advisor Solutions

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Panoramix Spotlight Series Episode 02 featuring IMPACTfolio
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FinTech Trends Billing and Performance
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Wealth considerations for business owners
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Succession and Ownership Transitions for Older Advisors
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Future of Wealth Management, Industry Trends

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