The Connected Advisor
Kyle Van Pelt on the Advisor Tech Stack Problem
Transcript: Brad Johnson: One of the biggest frustrations I see with let’s just say here’s an advisor. They’ve been doing this 10, […]
Creating the Next Generation of Advisor Platforms – Orion Fuse Show Podcast
[vc_row][vc_column][vc_column_text] Originally published by Orion Technology plays an essential role in every industry, and financial services are no exception. With the growing […]
How Data Drives Better Business with Kyle Van Pelt – Orion Fuse Show Podcast
Originally Published by Orion As financial services become more technology-driven, the role of data in providing a seamless advisor-client experience has become […]
Modernizing Wealth Management’s Data Infrastructure with Kyle Van Pelt
Milemarker’s CEO, Kyle Van Pelt appeared on Mammoth’s Beyond the Ordinary recently. The market is flooded with financial data. Firms are sitting […]
Fintech Impact – Making Data Move Forward for Financial Services
Original appearance on Fintech Impact, hosted by Jason Pereira. Jason talks to Jud Mackrill, Co-Founder of Milemarker. Milemarker is a data solution […]
Integration as a Service for Financial Advisors with Jud Mackrill
Originally shared by Three Crowns Marketing. The latest TacoTech episode (co-hosted by Three Crowns founder, Johnny Sandquist) features Jud Mackrill, the CEO […]
