Advisor Tech Partners (JR and MA)

Introductory Meeting

This is a 30 minute virtual meeting where we learn about who you are, what current struggles you are facing in your day to day, and how we can help your firm succeed with any lagging Fintech needs.

30 minutes
30 minutes
Advisor Tech Partners (JR and MA)

Introductory Meeting

This is a 30 minute virtual meeting where we learn about who you are, what current struggles you are facing in your day to day, and how we can help your firm succeed with any lagging Fintech needs.