Enhancing your practice with tech

Advisor Success Series

English - September 18, 2018 14:38 - 37 minutes - 51 MB - ★★★★ - 6 ratings
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Previous Episode: Innovations in Sector-Based Indexing

Next Episode: Stay the course – A conversation with dimensional fund advisors on risk-based factor investing

On this episode, Matt Shute is joined by Steve Lewczyk of Trizic. Trizic is technology platform offering end-to-end digital wealth solutions to advisors and institutions. Steve is currently the CRO of Trizic and has spent his career within financial services and more specifically providing software solutions to the industry.