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

Wealth Management

Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. s Mili AI won.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE. Given the title, I was at first worried, but her talk was fascinating.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Related: AI Notetaker Jump Rolls Out Integration With RightCapital I have yet to receive a demo, but the application, which can be implemented via API or, more often, directly embedded, and used by advisory shops or institutions to power onboarding and the harvesting of data from prospects or clients and plan generation.

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

By looking at the biggest difference between their portfolio factor distribution and then using those as screens to get a portfolio, much like your manager. I’m like, okay, we’re probably not gonna sell another long only US stock portfolio for the next three years. How to clone your favorite money managers.

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AI Assistant Jump Wins 'Best In Show' At WealthStack Tech Demos

Wealth Management

Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.

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AI Wealthtech Startup Jump Wins 'Best In Show' At WealthStack Tech Demos

Wealth Management

Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.

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10 Monday AM Reads

The Big Picture

Featuring hits like Shake It Off, Blank Space and Style, it was originally written during the 2013-14 Red Tour, with demos stored on her phone in a folder named “Sailor Twips” Awarded a Grammy for album of the year, it has spent 325 weeks in the UK charts. As restrictions spread, neighborhoods are getting quieter — and cleaner.