Fintech Impact

In this 124th episode of ​Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edmond Walters, CEO and Founder of Apprise Labs, and the original Founder of eMoney. Edmond Walters talks about building both services, how Apprise Labs can be a fun tool for clients and advisors to gage financial plans and how spending impacts them, and integration with Invest Net Connect. Episode Highlights: ● 00:15 – Jason Pereira introduces Edmond Walters. ● 00:37 – Edmond Walters explains what Apprise Labs is. ● 01:20 – He shares his career background. ● 04:28 – What does Apprise Labs do differently than what eMoney did? ● 10:49 – What does the process look like to onboard a client from start to finish? ● 13:01 – What is it like to come up with the final plan using the service? ● 16:24 – Edmond talks about the tools that advisors can utilize. ● 19:02 – How does the income studio differ from the lifestyle studio? ● 20:4