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FPPad Tech Tour: inStream Solutions
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Manage episode 157896979 series 1236085
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions.
Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated wealth management solution for all financial advisors.
(Watch FPPad Tech Tour with Alex Murguia and John Wotowicz of inStream Solutions on YouTube)
Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/
FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com
CHAPTER MARKERS:
0:10 FPPad Tech Tour Intro
0:43 inStream introduction
4:27 What prompted the move to make inStream a product for all financial advisors?
6:28 What are the important personal attributes of Alex Murguia?
7:20 Introducing John Wotowicz
9:38 How John applies his passion to the growth of inStream
11:20 How will inStream push the envelope of financial planning software in the future?
13:14 inStream announces match for contributions to the Foundation for Financial Planning
50 tập
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 157896979 series 1236085
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions.
Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated wealth management solution for all financial advisors.
(Watch FPPad Tech Tour with Alex Murguia and John Wotowicz of inStream Solutions on YouTube)
Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/
FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com
CHAPTER MARKERS:
0:10 FPPad Tech Tour Intro
0:43 inStream introduction
4:27 What prompted the move to make inStream a product for all financial advisors?
6:28 What are the important personal attributes of Alex Murguia?
7:20 Introducing John Wotowicz
9:38 How John applies his passion to the growth of inStream
11:20 How will inStream push the envelope of financial planning software in the future?
13:14 inStream announces match for contributions to the Foundation for Financial Planning
50 tập
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