Simplify's Harley Bassman at Future Proof conference financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
New technology can speed up advanced planning procedures that used to require hours of manual data entry, according to the advisor and technology entrepreneur.
The fintech firm providing ESG data technology gives financial advisors more openings to ask customers about their values and implement them in portfolios.
He spoke at Future Proof just after his company, the largest issuer of exchange-traded products tied to digital assets, received a valuation of $2 billion.