Home Content Details

AdviceTech Podcast 96 – Elemnta

Produced By:

Earn 0.55 CPD Points
Complete the quiz to earn 0.55 CPD Points

Podcast

AdviceTech Podcast 96 – Elemnta

00:00:00 00:00:00

Quiz

The quiz will appear once you’ve completed the podcast.

Details

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

Nice Job!

You completed
AdviceTech Podcast 96 – Elemnta

Unfortunately

You did not complete
AdviceTech Podcast 96 – Elemnta
Error: Please enter your full name.
Webinar: AdviceTech Podcast 96 – Elemnta by Ensombl-LMS