This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new features and benefits, the SMA Reporting Standard, AI integration, and a commitment to solving real problems for advisers by creating user-first, time-saving solutions.
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AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
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AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …
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AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
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AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
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AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
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AdviceTech Podcast #132 – My Databoss
This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My …
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AdviceTech Podcast #131 – HeirWealth Update
In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth …
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AdviceTech Podcast #130 – Workato Update
In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …
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AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
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AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
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Investment Podcast #25 – Risk Targeted Investing
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host …
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
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#498 Hannah Elliott
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
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Investment Feed Insights #1
In this timely investment update, Neil Rogan chats with Russell Investments’ Alexander Cousley, exploring the latest global market …
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AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …
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#497 Luke Dean
Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a …
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Investment Podcast #24 – Quarterly Update
Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market …
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AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
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#496 Chris Carlin
Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria …