In this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of the Asendium software, and discuss how it can be used to streamline the advice process through eliminating manual data entry.
Asendium Website
Scott Miller LinkedIn
Curiosity Corner (ChatGPT) website
Peita Diamantidis LinkedIn
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You can get a transcript of this podcast here
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AdviceTech Podcast #121 – Flux
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AdviceTech Podcast #121 – Flux
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This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
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This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
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This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …
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In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits …
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AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
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AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
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AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …
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AdviceTech Podcast #122 – The Adviser Portal
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AdviceTech Podcast #126 – SARA
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#487 Mo Shouman
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Alternative Investment Insights #3
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Alternative Investment Insights #4
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Engine Room Podcast #64 – Jay Burke and Aimee Lucas
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AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
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#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …
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Engine Room Podcast #63 – Karthik Ganapathy
In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. …
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AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
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#486 Nick Donnelly and MaryAnn de Mestre
In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, …
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Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
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Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
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Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
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Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …
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Engine Room Podcast #64 – Jay Burke and Aimee Lucas
In this week’s episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They …