There are a lot of unknowns in this turbulent market, but one item that IS known – is the importance of the tools that enable us to accomplish the important work we do for our clients. In good times. And in bad.
In this episode of the Conquer Risk podcast, we sit down with SMArtX CEO Evan Rapoport to discuss how their technology is evolving the industry, the reasons Potomac wanted to be part of it, the headaches they caused us, and more including:
- How SMArtX evolved tech that hadn’t changed since the 80s
- How they lead with execution
- What it means for Advisors