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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

JUNE 27, 2025

Related: AI Notetaker Jump Rolls Out Integration With RightCapital I have yet to receive a demo, but the application, which can be implemented via API or, more often, directly embedded, and used by advisory shops or institutions to power onboarding and the harvesting of data from prospects or clients and plan generation. “We

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AUGUST 28, 2024

The exhibit hall is a one-day (rather intense) affair of meetings and demos, and then the rest of the conference is devoted to serious sessions about how to build the firm of the future and explore new revenue models to serve nontraditional (aka non-AUM) clients.

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Financial Advisor Source

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Conference Diversity

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