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TECH IT UP | SS&C ADVENT PODCAST

Podcast discussions covering financial services topics including fintech, ESG investing, the new generation of investors and more.

#2 G1 vs G2 Advisors Selling Strategies and Technology Banner Image
Podcast

#2 G1 vs G2 Advisors Selling Strategies and Technology

With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?

Guest Speaker:
Matt McGowan | Director of Channel Alliances, Riskalyze


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