The finalists, the winners and all the atmosphere from the Professional Planner|Zenith Fund Awards 2015 held at Ivy Ballroom in Sydney on October 9.
Images by Matt Faches and Phil Carrick.
The finalists, the winners and all the atmosphere from the Professional Planner|Zenith Fund Awards 2015 held at Ivy Ballroom in Sydney on October 9.
Images by Matt Faches and Phil Carrick.
Distributor of the Year, fund manager of the year, Professional Planner, Professional Planner|Zenith Fund Awards, Zenith Investment Partners
If advice businesses need an AI orchestrator like Claude for Financial Advisors to connect multiple systems in order to gather information for client meetings, then the problem they have is not just prepping for meetings, but the multitude of systems and fragmented data.
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