Streamlining Processes with Technology

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  • 02 mins 06 secs
Dave Ireland, Co General Manager at SS&C Salentica considers the benefits of Veo intiative and how the advisor community will realize seamless processes.


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.