AdviceTech Podcast #112 - Advice Designer

In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber security and compliance, as well as the future roadmap and development plans for Advice Designer. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Aron Satchell LinkedIn: https://www.linkedin.com/in/aronsatchell/ Advice Designer Website: https://www.advicedesigner.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241206 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/