WealthTech on Deck
154 episodes - English - Latest episode: 4 days ago - ★★★★★ - 16 ratingsWealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Driving Disruption in the Insurance Industry with David Lau
May 02, 2023 07:00 - 30 minutesComfort is the enemy of progress, especially in business. Adapting to new models and driving change is frightening, due to fear and risk of failure. Some industries are better than others at embracing disruption, but the insurance industry often needs to catch up. When systems are working well enough, not everyone sees value in taking a different approach. Change may be uneasy, but it also brings the possibility to improve, grow, and advance. This week, Jack talks with David Lau, Founder and ...
How to Build a Unique Client Experience with Douglas Fritz
April 25, 2023 07:00 - 31 minutesSatisfied customers are the foundation of any successful business. Keeping customers satisfied means that every interaction must be positive, from the first contact to closing a deal. Positive client experiences build loyalty and retention, while negative client experiences damage a company’s reputation. By prioritizing the client experience, companies differentiate themselves in a crowded marketplace. This week, Jack talks with Douglas Fritz, Founder and CEO of F2 Strategy. With experience ...
Elevating Trust and Credibility with Mike Saunders
April 18, 2023 07:00 - 25 minutesIn today's competitive business landscape, it feels daunting and nearly impossible to gain the attention of prospects. Everyone is selling something, and potential clients are inundated with marketing messaging that all blurs together. It’s no longer enough to have a website, write a blog post, or have a social media presence. How can you stand out in the sea of sameness? Mike Saunders, President and CEO of Marketing Huddle is committed to positioning his clients as authorities in the financ...
How to Make Investing Engaging Using AI with Vinay Nair
April 11, 2023 07:00 - 29 minutesChatGPT may have recently taken the world by storm, but artificial intelligence is not new. AI’s greatest strength has always been its ability to personalize information in seconds. With the advancement and accessibility of technology, these AI solutions have become popularized, even in the financial services sector. Vinay Nair is the Founder, Chairman, and CEO of TIFIN, a company that makes investing engaging by using investment intelligence, data science, and technology. With TIFIN, Vinay ...
The Voice of the American Worker with Jacquelyn Reardon
April 04, 2023 07:00 - 31 minutesWith economic uncertainty on the horizon, employees are feeling more anxious than ever about job stability, inflation, and their retirement plans. It wasn’t too long ago that employees had the upper hand during the Great Resignation, but it seems as though the power dynamic has shifted out of employees’ favor. Jacquelyn Reardon, Head of Client Experience for Retirement, Insurance, 529, and Wealth Management at Franklin Templeton, reveals recent research on how the American worker is being af...
What COVID-19 Taught Us About the Future of Financial Advice with Jack Sharry
March 21, 2023 07:00 - 25 minutesThe COVID-19 pandemic changed the way we think about everything - the way we work, the way we interact, the way we approach safety, healthcare, and even grocery shopping. COVID-19 forced many people to reflect on the state of their finances and underscored the importance of planning for unforeseen circumstances. The ability to lean on trusted financial advisors proved to be more crucial than ever. In this episode, Jack Sharry, LifeYield's EVP, Chief Growth Officer, takes the spotlight and is...
Combining Digital Capabilities with Human Interaction with Michael Liersch
March 14, 2023 07:00 - 40 minutesAs financial services advance, people increasingly use digital tools and platforms to manage their finances. While these tools can be highly effective, they may not always align with the person's values and aspirations. How can people utilize new technologies and platforms while ensuring that their financial decisions align with their values and aspirations rather than simply following algorithms or generic advice? In this episode, Jack talks with Michael Liersch, Head of Advice & Planning fo...
The Legends of WealthTech with Noreen Beaman, Lori Hardwick, and Cheryl Nash
March 07, 2023 08:00 - 40 minutesA startling 6.6% of Fortune 500 companies have women as their CEOs and only 23% of C-Suites are made up of women. Such statistics show that gender bias is prevalent despite increased traction and awareness around diversity, equity, and inclusion. While progress is slow, thankfully, it is not stagnant. Many businesses receive questions about the lack of diversity within their organization and what they are doing to fix it. In this episode, Jack speaks with three wealthtech legends: Noreen Bea...
Using FOMO to Your Advantage with Rod Sayegh
February 28, 2023 08:00 - 26 minutesTechnology is an agent of innovation and a driver of the digital world, where everything is smarter, searchable, and instantaneous. Gone are the days when you had to sift through hundreds of papers in a briefcase, send off important documents in the mail, or find contact information using a Rolodex. We typically think of digital natives as the main adopters of tech, but tech enthusiasts can be found in any age group. Rod Sayegh, Head of Digital Strategy at Fiduciary Trust International, has s...
Bringing Protective Equity Investing to Retail Wealth with Joanna Kanakis
February 21, 2023 08:00 - 26 minutesTechnology has been changing the way we do business for years, and its impact will continue to affect our business outcomes as tech gets smarter. Still, no matter how good tech gets, human connectivity is irreplaceable in building a strong business. The combination of tech and human connectivity can be doubly powerful when executed properly. Enter Halo Investing, a platform that provides access to protective investment solutions that sits at the intersection of human connectivity and tech. J...
Personalized Financial Planning for Physicians with Bill Martin
February 14, 2023 08:00 - 29 minutesPhysicians are some of the nation’s highest earners, but they are not without their own unique financial challenges. By the time physicians earn their MDs, several factors work against them: the time value of money, delayed earnings, and substantial debt. Compared to their corporate peers who have been working for 10+ years, there is a compressed number of years to accumulate wealth. Most financial advisors do not consider all of the specific needs or unique risks of this group, which complic...
The Paradigm Shift in Retirement with Ken Dychtwald
February 07, 2023 08:00 - 48 minutesThe word "retirement" is often associated with images of white sand beaches, golf courses, and senior discounts. However, the reality of retirement is changing. The traditional retirement model is no longer feasible for many people. No longer is it about sitting back and stopping work altogether. It's about living a life of purpose and meaning, finding new and creative ways to work, or staying active and engaged while simultaneously preparing for the unexpected. In today's episode, Jack talks...
The New Retirement Journey with Ken Cella and Ken Dychtwald
January 31, 2023 08:00 - 37 minutesIn this episode, Jack talks with Ken Cella, Principal of Branch Development at Edward Jones. In his role, Ken empowers nearly 19,000 financial advisors and their branch teams to serve 8 million clients across North America. Also joining the conversation is Ken Dychtwald, Founder and CEO of Age Wave. Ken is a psychologist, gerontologist, researcher, speaker, and best-selling author. Ken Cella and Ken Dychtwald talk with Jack about the new retirement journey, how Edward Jones plans to manage ...
Rethinking Retirement with Steve Gresham
January 24, 2023 08:00 - 34 minutesThe demographic shift toward an older population, concerns about the financial sustainability of traditional pension systems, and lengthening life expectancies are just a few of the challenges facing retirement systems today. While having human and digital advice connected and coordinated is key to the wealth management ecosystem, how can financial advisory firms accelerate the development of wealth management platforms to meet the needs of the retiring age wave? In this episode, Jack talks w...
Providing Easy Access to Workplace Savings with Michelle Tran
January 17, 2023 08:00 - 27 minutesA secure retirement doesn't just happen. It needs to start with planning and saving early. People are becoming increasingly aware of the importance of retirement savings as they age but still fail to save enough. While there are several reasons for this, others simply do not have easy access to a retirement savings plan at work. In this episode, Jack talks with Michelle Tran, SVP & Head of Enterprise Sales at Vestwell. Passionate about all things fintech and wealthtech, Michelle is a growth a...
Bringing Together Assets, People, and Processes with Edmund Murphy
January 10, 2023 08:00 - 31 minutesOne of the most important aspects of digital transformation is the need to bring together assets, people, and processes. The merging and acquisition of the best wealth management platform can bring together the best of all three. This strategy brings together the best of what each company has to offer— award-winning asset management, an industry-leading client experience, and the scale to service even the most complex client needs. In this episode, Jack talks with Edmund Murphy, President and...
The Best Marketing Tool with Kimberly Beck
January 03, 2023 08:00 - 30 minutesNowadays, marketing is about more than just advertising. It's about creating a connection with your customers and giving them a positive experience that will make them want to return for more. In financial services, happy customers are worth their weight in gold. In this episode, Jack talks with Kimberly Beck, Chief Marketing Officer at YieldX. Kimberly has nearly 25 years of experience in the fintech and asset management industries. Before joining YieldX, Kimberly was Head of Wealth Marketi...
WealthTech on Deck Year-End Review with Jack Sharry and Matt Nollman
December 20, 2022 08:00 - 31 minutesIt’s been an amazing year for WealthTech on Deck podcast. Jack Sharry interviewed some inspiring and successful thought leaders in the financial services industry. In this year-end edition of the WealthTech on Desk podcast, Jack Sharry, LifeYield's EVP, Chief Growth Officer, and show host, takes the spotlight as Matt Nollman, VP of Marketing, takes the host seat. WealthTech on Deck is the perfect podcast to get up to speed on the latest developments in the wealth management industry and learn...
Building a State-Of-The-Art Comprehensive Advice Platform with Deep Srivastav and Martin Cowley
December 13, 2022 08:00 - 31 minutesIn this episode, Jack talks with Deep Srivastav, Senior Vice President and Head of Digital Investment Solutions for Franklin Templeton Investment Solutions. Joining them is Martin Cowley, Executive Vice President and Head of Product at LifeYield. In his role, Deep is responsible for the development and deployment of Franklin Templeton's investment solutions through digital channels. It involves leveraging financial technologies, data science capabilities, and investment capabilities related ...
Making Authentic Connections Through Storytelling with Meghan McCartan
December 06, 2022 08:00 - 28 minutesThe art of storytelling is one of the oldest and most powerful tools in the human toolbox. For centuries, stories have been used to teach, entertain, and connect people from all walks of life. In recent years, storytelling has made a comeback in the business world as a powerful marketing tool. But what makes a good story? And how can you use stories to connect with your audience in a way that feels authentic and genuine? In this episode, Jack talks with Meghan McCartan, Chief Marketing Office...
Transforming Research Into Practical Investment Strategies with Kaitlin Hendrix and Shawn Jaberzadeh
November 29, 2022 08:00 - 31 minutesIn this episode, Jack talks with Kaitlin Hendrix, Senior Researcher and Vice President at Dimensional Fund Advisors, and Shawn Jaberzadeh, Vice President on the Global Client Group at Dimensional Fund Advisors. In her role, Kaitlin conducts research and analyses to evaluate and enhance Dimensional's investment strategies. She focuses on asset allocation research to develop value-added investment solutions that meet clients' needs, goals, and preferences in a systematic, reliable, and cost-eff...
Helping Every Client to Maximize Their Orion Experience with Greg Menefee
November 22, 2022 08:00 - 38 minutesOver the years, businesses have focused on providing the best products and services. While this is still important, it's no longer enough. Client experience is the new battleground in today's business environment and will only become more important in the years to come. In this episode, Jack talks with Greg Menefee, Senior Vice President of Consulting & Implementation at Orion Advisor Tech. As a leader, Greg has built and led new, diverse teams by strategically establishing and cultivating a ...
Getting the Most Out of Social Security with Alyson Dorosky and Jeff Quigley
November 15, 2022 08:00 - 30 minutesSince its inception, the Social Security program has been a cornerstone of retirement planning. Though most people think of social security as a retirement program, it is much more than that. There are many ways to maximize Social Security benefits people don't realize. In this episode, Jack talks with Alyson Dorosky, Marketing Manager and Head of Social Security Support at LifeYield. Also joining them is Jeff Quigley, Vice President of Enterprise Sales and Relationships at LifeYield. In her...
Providing Best-In-Class Advice and Best-In-Class Technology with Jed Finn
November 08, 2022 08:00 - 31 minutesMany individuals and families face financial challenges that require professional assistance to navigate. These challenges can range from investment planning and portfolio management to retirement planning and tax optimization. With the best financial planning tools and investment strategies, financial advisors can provide investors with the best-in-class financial advice. In today's episode, Jack talks with Jed Finn at the Next Chapter Rockin' Retirement Conference. Jed is the COO and Managi...
Developing and Executing Platform Strategies for Wealth Management with Kabir Sethi
November 01, 2022 07:00 - 32 minutesDigital transformation is inevitable, and financial services companies have to be nimble and adapt to the changing landscape. They need to find ways to capitalize on opportunities to remain relevant. As the world ages and demographics change, client and advisor relationships continuously evolve. In this episode, Jack talks with Kabir Sethi, Managing Director and Chief Product Officer at LPL Financial. In his role, Kabir oversees advisor and end client experience and investment solutions and p...
Investment Strategies to Live an Intelligent Financial Life with Rose Palazzo
October 25, 2022 07:00 - 29 minutesMost people would agree that financial planning is an important part of life. After all, who doesn't want to be able to retire comfortably and have enough money to live the life they want? However, financial planning needs to be much more than just a plan. It needs a clear understanding of the current financial situation and a roadmap to achieve future goals. How can investors create a financial plan that helps them live an intelligent financial life? In this episode, Jack talks with Rose Pal...
Advisor Education, Tax Efficiency, and Integrated Technology with Amanda Lott
October 18, 2022 07:00 - 31 minutesMany investors are looking for more integrated solutions to help them manage their portfolios more efficiently. The goal is to minimize the overall tax burden while maximizing after-tax returns. With tax playing a significant role in investment portfolio performance, what can investors do to minimize taxes and transaction costs to achieve their desired investment results? In this episode, Jack Sharry talks with Amanda Lott, Head of Wealth Planning Strategy at J.P. Morgan Private Bank. In this...
Maximizing Your Retirement Income with Mark Hoffman
October 11, 2022 07:00 - 39 minutesThe investment advisory industry focuses on asset accumulation and allocation as primary drivers of investor outcomes, leaving out opportunities to enhance returns. Taxes are the biggest expense that investors incur throughout their lives, more than everything else combined. In this episode, Jack talks with Mark Hoffman, CEO, Chairman, and Founder at LifeYield. Mark and his longtime business partner, Paul Samuelson, founded LifeYield to facilitate tax-smart, risk-smart household portfolio man...
Shifting Wealth Management From Investment Products to Investment Processes with Randy Bullard
October 04, 2022 07:00 - 29 minutesWealth management has long been focused on investment products – stocks, bonds, and mutual funds – but there is a shift taking place in the industry. A growing number of wealth management firms are seeing the value in shifting their focus from investment products to investment processes. In this episode, Jack Sharry talks with Randy Bullard, Global Head of Wealth at Charles River Development. Before joining Charles River Development, Randy served as General Manager of Wealth Management at Si...
Bringing Innovation to Hartford's Thriving Ecosystem with Laura Dinan Haber and Paul Tyler
September 27, 2022 07:00 - 28 minutesAttracted by the city's educated workforce and growing reputation as a hub for tech and entrepreneurship, many innovative companies have made Hartford their home. With the city's rich insurance history and a center for many resources, how can a new generation of insurtech talent find the best resources, mentorship, and networking opportunities to thrive in the city? In this episode, Jack talks with Laura Dinan Haber, Innovation Program Manager at Nassau Financial Group, and Paul Tyler, Chief ...
The Top Three Trends Shaping Financial Services Today with Jack Sharry
September 20, 2022 07:00 - 25 minutesToday, we're seeing three major trends shaping the financial services industry - the retirement of baby boomers, taxes, and the popularity of financial advice platforms. As these trends significantly impact how financial services companies deliver their products and services, what do these trends mean for the future of investors and the industry? In this episode, we flip the script as Matt Nollman, VP of Marketing at LifeYield, takes the host chair to talk with Jack Sharry as the guest. As Ja...
Solving Data and Integration Problems in Financial Services with Kyle Van Pelt
September 13, 2022 07:00 - 33 minutesData is at the heart of every organization, and the ability to effectively collect, store, and analyze data is critical to success. Yet, for many financial firms, data is scattered across different silos, making it difficult to get a comprehensive view of their customers and business operations. While data can only be useful if properly organized and accessible, how can financial services integrate data to power applications, analytics, and decision-making? In this episode, Jack talks with Ky...
Multi-Account Unified Managed Account (UMA) with Harry Bartle
September 06, 2022 07:00 - 24 minutesAs the world of wealthtech continues to evolve, so do the products and services financial advisors use to manage their client's portfolios. The multi-account unified managed account is one of the exciting developments in the industry. While UMAs are the backbone of the wealth management industry, what does it take to implement multi-account UMAs? In this episode, Jack talks with LifeYield colleague Harry Bartle. Harry is the Executive Vice President of Enterprise Sales. In his role, Harry hel...
Making a Secure Retirement Possible with Jason Fichtner
August 30, 2022 07:00 - 32 minutesAccording to Alliance for Lifetime Income research, The Peak 65 Generation: Creating a New Retirement Security Framework, "With the U.S. experiencing the greatest retirement surge in its history, the country's public and private sector retirement systems have become obsolete. The old metaphor of the three-legged stool of retirement planning — employer pensions, personal savings, and Social Security — no longer holds. These demographic changes will have major implications for the country's fis...
Redefining Unified Managed Accounts Technology with Evan Rapoport
August 23, 2022 07:00 - 31 minutesTechnology has transformed the financial advisory industry in recent years. Financial advisers now have access to a range of tools and platforms to help them provide a better service to their clients. While adopting new technologies is not always easy, the advantages of doing so are clear. In today's episode, Jack talks with Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions. Building on years of experience in the institutional asset management segment, Evan pioneered managed accoun...
Creating Solutions That Help Advisors Compete and Succeed with Natalie Wolfsen
August 09, 2022 07:00 - 32 minutesAdvisors are constantly looking for ways to best serve their clients. However, with the fast-paced and ever-changing landscape of the industry, it can be difficult to keep up. Advisors are expected to deliver the highest level of client experience while growing their business and managing time-consuming tasks. In this episode, Jack talks with Natalie Wolfsen, Chief Executive Officer at AssetMark. Prior to AssetMark, Natalie held product management and marketing roles in firms such as First E...
Diversity and Inclusion in Wealth Management with Craig Pfeiffer
August 02, 2022 07:00 - 28 minutesAs the demographics of investors continue to change, the wealth management industry is starting to pay attention to inclusion and diversity. Many firms hire, prepare, and advance underrepresented talents throughout the financial services industry and create programs to best serve an increasingly diverse clientele. This positive trend leads to more equitable and representative services for all investors. In this episode, Jack talks with Craig Pfeiffer, President and CEO of Money Management Ins...
Why Americans Are Re-Evaluating Work with Jacquelyn Reardon
July 26, 2022 07:00 - 27 minutesIn a recent study by Franklin Templeton, U.S. workers are re-evaluating their relationship with their employers and the benefits they receive at work. The study found that workers are increasingly interested in non-traditional benefits and the need across the full spectrum of financial resources. In this episode, Jack talks with Jacquelyn Reardon, Head of Retirement & Insurance Marketing at Franklin Templeton. In her role, Jacquelyn manages a team of marketing specialists to implement strate...
Enhancing Business Growth Through Strategic Partnerships with Mark Spina
July 19, 2022 07:00 - 30 minutesStrategic partnerships between businesses can be a powerful way to enhance growth and achieve goals that would be difficult to attain independently. By forming mutually beneficial relationships with asset managers and professionals, wealth management businesses can gain access to new ideas, strategies, and technology platforms, enabling them to focus on what they do best: providing high-quality service to their clients. In today’s episode, Jack talks with Mark Spina, Chief Operating Officer a...
Effectively Running a Models-Based Practice with Robert Pettman
July 12, 2022 07:00 - 26 minutesLeading a financial advisory firm is a challenge. The goal is to provide sound and objective financial planning advice to clients but to do so profitably and at scale is an uphill battle. In today’s episode, Jack talks with Robert Pettman, EVP, Wealth Management Solutions at LPL Financial. Robert is responsible for leading the advisory and brokerage platforms, investment products, and relationships with asset managers, insurance companies, and wealth tech providers. In addition to his role, ...
Tax-Efficient Strategies for Maximizing Investor Returns with Martin Cowley
June 28, 2022 07:00 - 34 minutesTaxes are a reality for all investors. Their effects can significantly affect financial outcomes and take a big bite out of investment returns. In response, advisors look for strategies that minimize tax liabilities while maximizing returns. As tax alpha may be the holy grail for many investors, what investment strategies can they use to maximize their financial outcomes? In this episode, Jack talks with Martin Cowley, Executive Vice President of Product Development at LifeYield. As one of th...
The Top Five Trends Impacting Wealth Management Today with Jack Sharry
June 21, 2022 07:00 - 23 minutesThe wealth management industry is constantly evolving with new trends. These trends are driving significant changes in the wealth management industry, prompting firms to adopt new strategies and technologies in order to meet investor demands. How can advisors make the most of these trends and make a significant impact on their clients? This week, we flip the script as Jack Sharry takes the guest chair and Matt Nollman, VP of Marketing at LifeYield, hosts the show. As Executive Vice President,...
Achieving Financial Wellness Through Digitization and Personalization with Nalika Nanayakkara
June 14, 2022 07:00 - 25 minutesDigitization and personalization are two emerging trends in asset and wealth management. With financial wellness also becoming an important factor in overall portfolio management, the convergence of digital advice and concierge services has grown more complex. How can advisors cope with the rapid changes in the asset and wealth management industries? In today’s episode, Jack talks with Nalika Nanayakkara, Managing Partner Americas, Financial Services Consulting Leader, EY. A leader in EY's We...
Using Technology to Deliver Comprehensive Advisory Services with Rich Cancro
June 07, 2022 07:00 - 27 minutesTechnology has always been a driver for change, and the financial sector is no exception. Driven by clients who are looking for more holistic advice, financial advisors are now leveraging technology solutions to provide a higher level of service. With the development of comprehensive advisory platforms, advisors can offer better advice and outcomes to their clients. In today’s episode, Jack talks with Rich Cancro, Founder and CEO at AdvisorEngine. Rich brings more than 25 years of experience ...
Data And Technology: The Keys to Providing Comprehensive Wealth Advice with Paula Nelson
May 31, 2022 07:00 - 25 minutesData and technology are critical when it comes to providing holistic wealth advice. They are two essential resources that can help advisors gain a deeper understanding of their clients' financial situations, enabling them to offer more tailored recommendations. In today’s episode, Jack talks with Paula, Managing Director & Head of Growth Strategy at Global Atlantic Financial Group. Prior to joining Global Atlantic Financial Group, Paula served as CEO and President of Transamerica Capital, an...
The Narrative of Trust in Advisory Services with John Connors
May 24, 2022 07:00 - 29 minutesTrust is the cornerstone of a successful advisor-client relationship. And earning that trust starts with empathy – the ability to have a complete understanding of clients' situations and concerns. Having a clear understanding of what drives clients' decisions allows advisors to develop and recommend solutions that align with their goals and preferences, laying the foundation for successful advisory platforms. In today’s episode, Jack talks with John Connors, Founder and CEO of Boathouse. Pri...
The 4 Ps of Growing a Business: Process, Performance, Partnership, and People with Corey Walther
May 17, 2022 07:00 - 27 minutesIn a rapidly changing industry, Allianz Life has been able to stay ahead of the curve and emerged as one of its most innovative and thriving companies. While technology has undoubtedly been instrumental in this transformation, Allianz has built upon four cornerstones that have contributed to its success. In today’s episode, Jack talks with Corey Walther, President of Allianz Life Financial Services. Corey is responsible for the business results, strategic direction, sales execution and distr...
The Convergence of Wealth Management and Retirement with Fred Barstein
May 10, 2022 07:00 - 34 minutesWealth management and retirement planning are two important aspects of financial planning. While they are often discussed separately, the convergence of these two industries allows people to take a holistic approach to their finances and create a comprehensive financial plan that helps them achieve their financial goals. In today’s episode, Jack talks with Fred Barstein, Founder and CEO of The Retirement Advisor University (TRAU) and The Plan Sponsor University (TPSU). He is also the contribu...
Key Trends in Wealth and Investment Management with Chip Roame
May 03, 2022 07:00 - 30 minutesWealth and investment management are constantly evolving industries, with new technologies, strategies, and trends emerging every day. In order to stay ahead of the curve, advisors need to be aware of the key drivers shaping the landscape. In today’s episode, Jack talks with Chip Roame, Founder and Managing Partner of Tiburon Strategic Advisors, and the Tiburon CEO Summits. Prior to forming Tiburon in 1998, Chip served as a management consultant at McKinsey & Company, and later as a busines...
The Future of Advisory Services: How Technology is Changing the Way We Invest with Ainslie Simmonds
April 26, 2022 07:00 - 26 minutesWealth management is constantly evolving as the needs of consumers and businesses change. In order to stay ahead of the curve, companies need a platform that provides their customers with a 360-degree view of all their assets. This will allow them to deliver a better customer experience, increase loyalty, and drive growth. By having a single platform that connects all aspects of the business, firms will be able to better serve their customers and provide them with a better overall experience....