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We'd like a moment of your time

Temporary

Respondent.io

Pay: $200 · Time: ~120 min · Remote · via Respondent.io

We are looking for financial advisors at RIAs and BDs of all sizes to provide feedback on a new agentic user experience designed to unify the full advisor experience as it relates to managing their clients - financial planning, portfolio management, meeting preparation, and more.

Qualified candidates will be invited to provide feedback during a live walkthrough of our prototype, with potential follow-on sessions as the design evolves.

Vacancy posted 6 days ago
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