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Episode details

0:00 – Intro
11:05 – Plutosoft’s software updates and cybersecurity for financial advice practices.
15:49 – Implementing technology in financial services.
22:41 – The impact of Quality of Advice Review.
27:31 – AI, open banking, and data feeds.
33:44 – AI’s place in the financial planning space.
38:00 – Using the “bulk activities” feature to streamline portfolio rebalancing and document production.
40:38 – Peita’s final thoughts on Plutosoft.

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