Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra

The post Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra appeared first on and was written by Craig Iskowitz. Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Amit Dogra, President […] The post Ep. 202: TruView: An Advisor Experience Platform with Amit Dogra appeared first on and was written by Craig Iskowitz.

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This episode was published on September 14, 2023.

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