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Episode 34: Meet miPlan - A 3.0 Robo Advisor

Episode 34: Meet miPlan - A 3.0 Robo Advisor

Tuesday, November 01, 2016
View in iTunes
miPlan is an impressive new white-label robo advisor, whose risk tolerance assessments are powered by FinaMetrica. In this episode we look inside miPlan with Shawn Brayman from PlanPlus, the creator of miPlan, and our regular guest Paul Resnik, from FinaMetrica.