Posts tagged analytics
D1g1t with Dan Rosen (CEO) | E43

During the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in giving the best support to their clients and allows the information to be presented in an organized, actionable way. Melissa and Jason discuss the intricacies of settling an estate and how Quick Estate eases the settlement process.

Read More