WealthTech on Deck
How AI-Native Platforms Transform Advisor Workflows with Bassam Chaptini and Rabih Ramadi
26:21
This week, Jack Sharry talks with the Co-Founders of Avantos, Bassam Chaptini and Rabih Ramadi. With deep experience in financial technology and enterprise systems, Bassam and Rabih are rethinking how advisors interact with data, clients, and the broader advisory ecosystem. Bassam and Rabih discuss how they built an AI-native operating system that unifies client data, streamlines onboarding, and…