Anand is the CEO and Founder of Pulse360, which minimizes advisers’ workload by automating daily tasks. He chats to Louis about how he got into financial servies, what Pulse360 is up to currently, and what we can look forward to in the future.
Anand Sheth LinkedIn
Pulse360 Website
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn.
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You can get a transcript of this podcast here
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#100 Andy Hart
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#99 Juan Mirfin
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#98 Dylan Verreynne
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#97 Louis van der Merwe
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