Snappy Kraken Jolt Image

Snappy Kraken - Jolt!

6/9 - 6/11 - Nashville, TN

 

Stop by the booth to learn more about our integration with Snappy Kraken. Plus, Patrick Hannon will be speaking on stage! Reserve time directly with our team for a personalized demo at the show.

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Wealth Management EDGE

6/10 - 6/12 - Boca Raton, FL

 

We’re also thrilled to be a part of the CMO Think Tank Dialogue taking place on Thursday, where there will be a roundtable discussion on cutting-edge growth strategies beyond traditional tactics.  

Book a meeting with our team!

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As a software engineer, I'm passionate about leveraging the power of data to help financial advisors grow their businesses. I especially love working with an incredible team to build innovative solutions to complex problems and utilize technology to drive growth and efficiency.

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