“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind
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Influential Leaders in the Wealth Management Technology Industry
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind
Continue reading“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to
Continue reading“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor
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