Episode
The AdviserTech Unplugged Podcast
Cheryl chats with MoneyInfo about Ovation's first year using the MyOvation client portal.
July 09, 2021
In the very first episode of AdviserTech Unplugged, moneyinfo’s Lou Wallis speaks to Cheryl Frazer from Ovation.
Cheryl chats about our first year of using moneyinfo, discussing our implementation journey in-house and with clients, and how processes and communication have been streamlined by fully utlising the MyOvation branded portal and app.
The AdviserTech Unplugged Podcast – a monthly podcast brought to you by MoneyInfo , the client portal & mobile app supplier for financial advisers and wealth managers.
This podcast is designed to help address the challenges of the 21 st century adviser. Each month, MoneyInfo invite a special guest to talk to them about current topics affecting their area of expertise in the AdviserTech space.
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