🧩NEWS: INTEGRATION🧩
@orionwealthtech today went live with a cutting-edge ChatGPT-3.5 series integration with Redtail Speak, the compliant*, real-time communication platform for financial advisors offered through @RedtailCRM.
https://t.co/blTUWYSaNm
🥁 Drumroll please! Introducing Command Center -- home base for enterprise firms who are leveraging Riskalyze technology with their advisors, it's armed with a set of features configurable to your business needs. #FISummit https://t.co/EkmVllxjN4
.@Riskalyze's Discovery is going to land this October. Financial advisors -- save your reading for something you actually enjoy, not investment research reports. https://t.co/rz598kUVb6 #FISummit
Our #FISummit panel discussion on owning the practice of your dreams is in full swing with @ThrivosLLC, @HDelux, @AssetMark CEO Natalie Wolfsen, and @PaulSaganey! Tons of great insight into succeeding at scale with a personalization focus.
Excited for our new integration partner, @Riskalyze as they kick off their #FISummit in Palm Springs this week with a world-class lineup of innovative industry experts. STP is proud to work alongside some of the brightest minds in the business.