01.10.2024 - Tech Stack
What’s Your Tech Stack?
Presented by Michael Collins, WinCap Financial
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
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
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.
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.
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.