This webinar was meant to provide companywide visibility into our product vision and 12-month roadmap for all parts of our product: advisor experience, client experience, aggregation, APIs, and integrations. Watch the replay now.
Topics discussed during the webinar:
After you’ve had the chance to watch the replay, the Product team would love your feedback to improve these sessions moving forward! Take the short survey here.
We hope you found the content discussed/presented valuable, informative, and are as excited as we are for the months ahead!
If you have any questions about topics discussed during this webinar, please reach out to the individuals listed above!
Leave a Reply