Wealthies Circle Podcast: Technological and Investment Solutions with VestmarkWealthies Circle Podcast: Technological and Investment Solutions with Vestmark
Vestmark's Rob Klapprodt shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors and their clients.
December 24, 2020
In this episode, David Armstrong speaks with Rob Klapprodt, corporate strategy officer at Vestmark. Rob shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors, and their clients.
In this conversation, you will learn:
Vestmark’s commitment to delivering investment solutions to clients
How the firm uses outsourcing as a benefit for them and their clients
Rob’s take on how Adhesion Wealth supports Vestmark with customer support models
Vestmark’s approach to compliance solutions
And more!
Tune in to learn how technology and outsourcing solutions can help you achieve a long-term thriving practice!
