AdviceTech Podcast 96 – Elemnta

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.55 CPD Pts

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Podcast

AdviceTech Podcast 96 – Elemnta

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This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta’s mission to solve the problem of non-standard data and lack of integration in the wealth management industry, leveraging experience with technology to streamline processes and enable better collaboration between advisers and product manufacturers. Accreditation Points Allocation: Technical Competence 0.25 Client Care and Practice 0.15 Regulatory Compliance and Consumer Protection 0.10 Professionalism and Ethics 0.05 Total CPD Points: 0.55

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AdviceTech Podcast 96 – Elemnta

Podcast

AdviceTech Podcast 96 – Elemnta

Quiz

Details

Learning Outcomes

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