In what’s becoming an annual tradition while attending the Schwab IMPACT® conference, I once again connected with John Connor, VP of Digital Advisor Solutions with Charles Schwab to tour a sampling of the vendors participating in the “Tech Alley” in The Exchange.
Join us as we engage six advisor technology vendors during our tour to learn how each of them helps advisors be more efficient when offering services to clients. Tour stops include:
Orion Advisor Tech: https://orionadvisortech.com/
AdvicePay: https://advicepay.com/
Agreement Express: https://agreementexpress.com/
RightCapital: https://www.rightcapital.com/
Flyer: https://fixflyer.com/
Morningstar Inc: https://www.morningstar.com/
Click here to watch on YouTube
See all the solution providers listed in Schwab OpenView MarketSquare at: https://advisorservices.schwab.com/provider-solutions
IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac
Music: Jimmy Two Times by Dresden and The Flamingo, licensed via Soundstripe: https://soundstripe.grsm.io/billwinterberg
