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FPPad Tech Tour: inStream Solutions
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Content provided by FPPad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FPPad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 episodes
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Manage episode 157896979 series 1236085
Content provided by FPPad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FPPad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 episodes
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Similar to FPPad
The Jacaranda FM News team is based in Gauteng – but covers local and international news of the day, providing the latest developments online and on-air. News bulletins run from 5am to 7pm weekdays, and from 7am to 6pm on weekends and public holidays. Tune into Jacaranda FM, or log on to www.jacarandafm.com, for the news you need to know.. now.
…
continue reading
Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
…
continue reading
Our weekly podcast from Politics Home discussing all the ups and downs in Westminster. Please subscribe and share - and keep up with all the latest news on PoliticsHome.com. Got a question for the team? news@politicshome.com.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry. Hosted by Zoe Thomas
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
Ever wondered how automation will change the world? Maybe you puzzle over what India could do to ease traffic congestion, or how China's aircraft carriers will transform Indian Ocean geopolitics? All Things Policy, a daily podcast brought to you by the Takshashila Institution, brings you all the answers. Every weekday, our researchers break down complex economic and geopolitical ideas through the lens of current events. For everyone from the busy executive to the curious student, All Things ...
…
continue reading
Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
…
continue reading
Technical interviews about software topics.
…
continue reading
Hosted by former Marvel entertainment lawyer Paul Sarker and entertainment enthusiast Mesh Lakhani, Better Call Paul will delve into the business and legal issues at play behind the glitz and glam. This show takes you beyond the catchy headlines to find out what’s really at play behind the scenes and gives you an introduction to the business side of show business.
…
continue reading
The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
…
continue reading
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