Disrupting Performance Reporting and Billing

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  • 01 mins 37 secs
Chris Hastings, CEO of Panoramix offers insight into the Company's business and highlights the TD Ameritrade technology initiative.

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Advisor Technology with Tim

Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.