advicer.bio/robertbruner

Robert Bruner

Financial advisor at Valtinson Bruner Financial Planning

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CRM, Client Texting

Custodial Platform

Trading/Rebalancing

Client Portal, Financial Planning, Account Aggregation

Retirement Planning

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Schedule Apps

Compliance, Portfolio Management, TAMP

Communications Archiving/Monitoring

Client Meeting Support, Client Data Gathering, AI Assistants/Agents +1 more

AI Platforms, AI Assistants/Agents, Client Meeting Support +4 more