October 30, 2023
In this podcast, Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of Artificial Intelligence and Machine Learning in investment technologies, joins Brad Roth of THOR Financial Technologies. This episode provides insights into the services and technologies offered by UX Wealth Partners to Registered Investment Advisors (RIAs).
The episode explores how UX Wealth Partners employs its technology to offer solutions that go beyond traditional asset management platforms, providing tools and resources aimed at improving operational efficiency, client engagement, and business growth for financial advisors.
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