Category: Integrations and Partners
A Conversation With Positivly Co-Founder & Chief Product Officer Iain Gillespie
Unlocking the Power of Personality in Investing: A Conversation with Positivly’s Iain Gillespie Positivly is combining the principles of positive psychology with modern wealth management to create stronger connections between people, their advisors, and their wealth. It’s a concept that co-founder and CPO Iain Gillespie has been working on for years, combining the science of positive psychology with data analytics to better understand not only what investors are interested in, but why. Below he explains the technology behind the world’s first financial personality test and what it can mean for the future of investing. From law school, [...]
Redtail CRM is integrated with Positivly
Positivly, the world's first financial personality test, is excited to announce our latest integration with leading wealth advisor CRM platform Redtail Technology. Financial advisors can now import their Redtail contacts into Positivly to invite them to discover their financial personalities. Join the growing community of Advisors using Positivly to deepen client relationships and match prospects with investments. To start inviting your clients and prospects using Redtail + Positivly, Schedule A Demo. Are you a Financial Professional looking to learn what Positivly can do for your business? Book a demo with our team below. Book a Demo [...]
Wealthbox CRM is now available with Positivly
Positivly, the world's first financial personality test, is delighted to announce more CRM integration options to our users. Financial advisors can now import their Wealthbox contacts into Positivly and invite them to discover their financial personalities. Join the growing community of advisors using Positivly to deepen client relationships and match prospects with investments. To start inviting your clients and prospects using Wealthbox on Positivly, Schedule A Demo. Are you a Financial Professional looking to learn what Positivly can do for your business? Book a demo with our team below. Book a Demo [...]
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