Produced By: Ensombl
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