Apr 15, 2024
Special guest Louis Retief, CEO and CO-Founder of Hubly, sits down with Osaic's Eric Baumgardner to discuss the powerful controls provided by the Hubly platform. Mr. Retief will describe advanced features of this complete financial advisory tool. Learn how you can implement deep and meaningful integrations into...
Apr 8, 2024
In this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research and client communication. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about several of the key features that will help your practice...