58 min

AdviceTech Podcast #11 - iFactFind Ensombl Advice Australia

    • Business News

This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.
iFactFind Website: https://ifactfind.com.au/ 
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ 
Curiosity Corner (Airtable) website: https://www.airtable.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features of the client data collection and management software, and how it can integrate with your existing advice tools.
iFactFind Website: https://ifactfind.com.au/ 
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ 
Curiosity Corner (Airtable) website: https://www.airtable.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/

58 min