workflow automation

#ItzOnWealthTech Ep 29: Corralling Workflow Automation with Ray Mulligan, Impact Financial Systems

“We’re helping firms get away from stacks of paper with sticky notes that say ‘sign here’ and moving them to a fully digital rep transition process.” — Ray Mulligan, IFS Ray Mulligan brings more than 25 years of experience in consulting and financial services to IFS. As the company’s MD, Product Strategy, Ray manages product […]

invest conference 2019

18 Innovative Fintech Products that You Need to Know About

“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]

End of Summer Reading List from the Winners Of Wealthtech

“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and left us with only memories of vacations and longer days, I thought this would be an opportune time to share some insights as we all get ready for fall. And […]

orion advisor services

Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr

“The soul is placed in the body like a rough diamond, and must be polished, or the luster of it will never appear.” ― Daniel Defoe, English writer Orion Advisor Tech (formerly Orion Advisor Services) announced that they are acquiring financial planning software vendor Advizr for an undisclosed amount. I sat down with Randy Lambert, president of […]

RIA Custodians

#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR

“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […]

RoboAdvisor WealthSimple Looks to Build a Global Financial Brand with CAD $100 Million Investment

“There is no Vanguard or Schwab here [in Canada]. We are the ones gobbling up the industry assets.” — Michael Katchen, CEO, WealthSimple In the U.S., Vanguard owns the digital advice market with their Personal Advisor Services hybrid solution. But up in the Great White North, it is a five-year-old robo-advisor called WealthSimple that is […]

financial advisor technology

The Velocity of Technology Change is Increasing: What Can Advisors Do To Keep Up?

I’m still catching up from my trip to Chicago for the Morningstar Investment Conference last week.  This year’s  event highlighted their new focus on technology with a bevy of morning demo sessions reserved for startups and recent entrants into the wealth management and asset management spaces. This session was jam-packed with industry experience and the […]

Morningstar Technology 

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

“Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value.” — Dermot O’Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […]