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