From Schwab IMPACT® 2019, I connected with Kartik Srinivasan, Managing Director – Digital Advisor Solutions at Charles Schwab to get updated on the progress Schwab Advisor Services has made with fintech integrations.
We cover one of the multiple opportunities attendees of Schwab IMPACT® 2019 have to view the latest integrations available as well as hear from vendors and advisors address the ways they are leveraging integrations in their business.
Click here to watch on YouTube
IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac
Music: The Zampetti Yeti by Mikey Geiger, licensed via Soundstripe:
https://soundstripe.grsm.io/billwinterberg
