Takeaways From The T3 Advisor Technology Conference: PFM Portals, Dashboards, And Robo-Advisor-For-Advisors Platforms

Author: Peter McGratty CFA

http://www.pinnacleadvisorsolutions.com/

Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.