AdviceTech Podcast #25 - OpenInvest

Ensombl Advice Australia

English - March 09, 2023 12:00 - 58 minutes - 56.4 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #384 Barry LaValley

Next Episode: 13 MAR 2023 - Monday Market Highlights

In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest fits in the advice tech space, and how the platform creates investment advice solutions for both the end investor and partner firms.

OpenInvest Website: https://www.openinvest.com.au/for-advisers/
Ravi Verma LinkedIn: https://www.linkedin.com/in/ravi-verma-8095bb44
Curiosity Corner (Storytail) website: https://www.storytail.io/
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at https://netwealth.com.au/woo

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