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During Nitrogen’s 2024 Fearless Investing Summit, Jon Patullo, chief product officer at TradePMR, introduced groundbreaking innovations like Fusion SYNC, an AI-driven solution for seamless account transitions, and apollo, a behavioral science tool designed to strengthen connections with clients’ families. These advancements are empowering advisors to optimize their workflows, deepen client engagement, and stay ahead in a rapidly evolving industry.
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