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
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FPPad Bits and Bytes for January 20, 2017
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FPPad Bits and Bytes for December 16, 2016
FPPad Bits and Bytes for December 2, 2016
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FPPad Bits and Bytes for October 14, 2016
eMoney Advisor Summit 2016: Hack-a-thon Winner
eMoney Advisor Summit 2016: Hack-a-thon Day One
FPPad Bits and Bytes for August 26, 2016
FPPad Bits and Bytes for August 19, 2016
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FPPad Bits and Bytes for July 1, 2016
FPPad Bits and Bytes for May 27, 2016
FPPad Bits and Bytes for May 20, 2016
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[AUDIO] FPPad Tech Tour: Rich Ellinger of Wealthminder
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