Ep. 180: Building 100,000 Portfolios via APIs with Phil Taylor, FinMason

Come on in and sit back relax, you’re listening to Episode 180 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest today is Phil Taylor, President and Chief […]