The year is already moving fast. What steps are you taking to level up your firm’s processes and technology this year?
Late in 2023, we unveiled our all-new open API which will result in more secure, reliable, and extensive data integrations between Mobile Assistant and your favorite CRM, like Redtail or Wealthbox.
In this month’s newsletter, you can learn more about why APIs matter to you and get up to speed on where we can meet up in-person this year.
Miss any of our recent blogs? Keep yourself updated with ways to leverage your technology solutions and improve your operations with these insights.
Demystifying APIs
If you’ve paid any attention to advisor FinTech over the last several years, there’s a good chance you’ve heard the word “API” often.
But what do APIs actually do for advisory firms, and why does everyone in your tech stack care so much about them?
In this blog, we’re stripping away the jargon to clearly explain how your firm and your advisors benefit when your technology partners, like Mobile Assistant, are able to leverage an API for deeper, faster, and more secure integrations.
Where is the Elephant?
This year is shaping up to be a big year for our team on the road as we join forces with Redtail to open each Redtail University in 2024.
Here are some of the places you can expect to see us this year. Will we be near you?
- Orion Ascent, San Diego, CA: March 12th-15th
- Charlotte, NC: May 14th
- Chicago, IL: June 25th-26th
- Philadelphia, PA: August 20th-21th
- Kansas City, KS: September 24th
- Phoenix, AZ: October 15th
- Dallas, TX: November 12th-13th
