Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions.
Hear how the need for a different approach to financial planning inside McLean Asset Management expanded to a dedicated wealth management solution for all financial advisors.
(Watch FPPad Tech Tour with Alex Murguia and John Wotowicz of inStream Solutions on YouTube)
Donate to the Foundation for Financial Planning and view more FPPad Tech Tour content online at http://www.fppadtechtour.com/
FPPad Tech Tour is brought to you by the following Back Stage Sponsors:
Envestnet|Tamarac: http://www.tamaracinc.com
Orion Advisor Services: http://www.orionadvisor.com
Redtail Technology: http://corporate.redtailtechnology.com
CHAPTER MARKERS:
0:10 FPPad Tech Tour Intro
0:43 inStream introduction
4:27 What prompted the move to make inStream a product for all financial advisors?
6:28 What are the important personal attributes of Alex Murguia?
7:20 Introducing John Wotowicz
9:38 How John applies his passion to the growth of inStream
11:20 How will inStream push the envelope of financial planning software in the future?
13:14 inStream announces match for contributions to the Foundation for Financial Planning
FPPad Bits and Bytes for May 6, 2016
FPPad Bits and Bytes for April 29, 2016
FPPad Bits and Bytes for April 15, 2016
[AUDIO] FPPad Tech Tour: inStream Solutions
FPPad Bits and Bytes for April 1, 2016
FPPad Bits and Bytes for March 11
FPPad Bits and Bytes for March 4
FPPad Bits and Bytes for February 19
FPPad Bits and Bytes for January 29
FPPad Bits and Bytes for January 15
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Between Sessions with Vanare at T3 Enterprise 2015
Between Sessions with Oranj at T3 Enterprise 2015
Between Sessions with Junxure at T3 Enterprise 2015
Between Sessions with Salesforce at T3 Enterprise 2015
Between Sessions with Advicent at T3 Enterprise 2015
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