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Wealthies Circle Podcast: Technological and Investment Solutions with Vestmark

Vestmark's Rob Klapprodt shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors and their clients.

 

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In this episode, David Armstrong speaks with Rob Klapprodt, corporate strategy officer at Vestmark. Rob shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors, and their clients. 

In this conversation, you will learn:

  • Vestmark’s commitment to delivering investment solutions to clients 
  • How the firm uses outsourcing as a benefit for them and their clients 
  • Rob’s take on how Adhesion Wealth supports Vestmark with customer support models 
  • Vestmark’s approach to compliance solutions 
  • And more!

Tune in to learn how technology and outsourcing solutions can help you achieve a long-term thriving practice!

Listen to the Wealthies Circle Podcast

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