May 23, 2024
Erin Goss Featured on The WealthTech Today Podcast with Host Craig Iskowitz
Blue Chip Partners Chief Operating Officer, Erin Goss CFA, CAIA, CIMA®, CFS®, spoke about the firm’s operations, marketing, and technology. Erin discussed key elements of our tech stack, including Tamarac, eMoney, Holistiplan, Fi360, and the Microsoft Office suite. She highlighted the company’s transition to SharePoint for document management and the use of Microsoft Intune for enhanced security. Erin emphasized the importance of balancing new technology adoption with existing systems to avoid overwhelming staff.
