AdviceTech Podcast #81 - MOAS

This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience. Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/ MOAS Website: https://moasapp.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240503 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/