On this episode of Talking Wealth, Ben Carlson sits down with Nick Downer, Head of Advisory Services at Opto Investments.
Opto Investments is a tech-driven platform that helps financial advisors and family offices better manage private investments. We’re going to discuss how Opto does this, their new AI tool for private market due diligence, and more.
This episode is sponsored by Betterment Advisor Solutions.
Grow your RIA, your way by visiting: http://Betterment.com/advisors
Watch it HERE
