AdviceTech Podcast #70 – SuitabilityHub – Time-codes

0:00 – Intro
4:56 – An introduction to SuitabilityHub.
8:47 – Financial industry trends and product selection.
12:32 – Client preferences and ESG investing.
26:29 – Investment platform selection and fee analysis.
32:05 – Streamlining investment platform selection for clients.
34:51 – Tracking platform provider updates.
39:37 – Using SuitabilityHub to simplify the evidence-gathering process.
44:04 – Integrating SuitabilityHub with other advictech software.
48:50 – Suitability and data analysis.
52:02 – Peita’s final thoughts on SuitabilityHub.