Kyle Van Pelt

Red Flags When Setting Up Your Firm's Integrations

The right technology can be a huge boon to financial advisors – automating processes, providing more insights and analytics, and giving clients a better...

Five Mistakes Advisory Firms Make With Data and Integrations

Wealth technology integrations and data management can be full-time job. With so many moving parts, it’s easy to make a mistake and jeopardize the...

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