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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Related: Scenes from Day 2 of Wealth Management EDGE “My parents are 67 and 68, they have the classic Dell desktop covered in dust—everything is on their phone,” he said. “We Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want.

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Montis Financial: Creating a Raving Fan Experience

Wealth Management

Judy Weeden: The overall goal is to make advisors’ lives easier to serve the clients to the best of their ability. Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. JY: I wanted to note that, from a portal perspective for clients, we have used eMoney in the past.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

At Wealth Management EDGE , I had the privilege of moderating a panel— “Work Smarter, Not Harder: AI’s Role in Operational Excellence” —where we talked about how artificial intelligence is already automating advisor workflows, transforming client meetings into structured insights, and reshaping the nature of operational roles within firms.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

For all of us on the editorial staff, it was a busy event. Despite the steamy humidity outside our beautiful new venue at The Boca Raton resort, it was rapid-fire, fast-paced action inside. I also got to catch up with many technologists, like Kanishk Parashar and Dominic Tully of Powder.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, We will be launching their new client portal here shortly this summer. again, is about looking at the full technology stack.

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Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach

Brown Advisory

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.