How can technology platforms enable wealth management?

On this episode of Built On Strategy, we are joined by Ryan George, CMO at Docupace, who offer a unified workflow and document management automation solution for financial services firms. We discuss the relationship between investors and their advisors, managing data and analytics of stock portfolios, and how to bring products to market quickly and effectively. The marketplace for technology platforms to serve financial advisors analytics has become more widespread, personal, and fragmented. Join us this week as we talk about how emerging front-end technologies have enabled investors and companies to manage their assets in new, innovative ways.