01.10.2024 - Tech Stack
What’s Your Tech Stack?
Presented by Michael Collins, WinCap Financial
![Michael Collins](/sites/default/files/styles/small/public/2024-01/Michael%20Collins_3.png?itok=zNQERNVY)
In this webinar, financial planner Mike Collins shared his experience with the technology that he uses, which include the following:
Core Tech Stack: Red Tail, Black Diamond, eMoney
Marketing Tech Stack: ChapGPT, Substack, Smart Asset
Research Tech Stack: FactSET, Empirical Research, Goldman, JP Morgan
Great speaker and very insightful. Loved the he truly "pulled back the curtains" with the way he does things. I thought it was fantastic!
- John L.
Better understanding of SMART Asset and Chat GPT
- Cathy B.
A wonderful fellow and generous with his insights. I use Smart Asset relatively inefficiently. Happy to learn how to make better use of it.
- Frederick F.
Good overview of Black Diamond and free research.
- Janice L.