AdviceTech Podcast #39 – REVEX – Time-codes

0:00 – Intro
4:13 – What is REVEX and how does it work?
11:32 – How do they balance the demands of the different categories of users?
15:18 – The evolution of the data model in financial planning.
18:52 – REVEX’s integrations.
31:01 – Becoming more accessible to end users.
36:38 – Managing fee disclosure statements.
42:17 – The future of REVEX.
46:18 – Peita’s thoughts on REVEX.