AdviceTech Podcast #81 – MOAS – Time-codes

0:00 – Intro
5:38 – The origins of MOAS.
11:34 – Development, CRM, workflow, and document generation.
17:09 – Document creation, templates and AI.
22:52 – Financial modeling and scenario planning for clients.
27:45 – Data analysis for wealth management clients.
32:57 – Streamlining the advice process with tasks, projects, and opportunities.
39:54 – Live document editing and its benefits for remote teams.
45:08 – MOAS and AI integration.