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AdviceTech Podcast #131 - HeirWealth Update
Manage episode 484220293 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental assets.
Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ HeirWealth Website: https://www.heirwealth.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client data awaits you at Netwealth: https://ensombl.com/go/20250523
Recognise real-world learning as CPD: https://ensombl.com/cpd/
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1040 episodes
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Manage episode 484220293 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental assets.
Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ HeirWealth Website: https://www.heirwealth.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of client data awaits you at Netwealth: https://ensombl.com/go/20250523
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
1040 episodes
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Similar to Ensombl Advice Australia
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
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Three of Australia's most respected personalities, Ricki-Lee, Tim Blackwell and Joel Creasey, come together to bring a conversational cheekiness to the drive shift. With a combination of the day's hot topics, the best of digital and online and their unique benchmarks and games. Featuring the segments that Nova listeners have grown to love including Monday’s Mailbag, The Wednesday Wheel and the highly competitive Quick Draw, the team will deliver everything their audience have come to expect ...
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continue reading
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