Monthly Archives: May 2020

Ep 6- Bringing You the Latest in Innovation- Jon Patullo

In this episode, David Armstrong Editor in Chief of, talks with Jon Patullo, from TD Ameritrade, who won a 2019 Wealthies award for Chief Technology Officer of the Year (Custodians est $25B and over). They go in-depth about the technological innovations that TD Ameritrade has implemented for its over 7000 advisors utilizing 175 different integrations under the umbrella of their VEO One platform.

In this episode, you will learn:

  • How did TD Ameritrade revolutionize tech for advisors
  • What are advisors looking from technology
  • What does the desktop of the future look like for advisors
  • How companies use AI today and where it is going
  • And more!

Tune in now and know that at TD Ameritrade, there are 175 technology teams bringing innovation to their advisors.

Resources: | TD Ameritrade | Industry Awards


Ep 5 – Providing a Better Advisor & Client Experience – Steve Leivent

In this episode, Tim Welsh, President of Nexus Strategy and consultant to the Wealthies, speaks with Steve Leivent Senior VP at SS&C Advent Advisory responsible for the business development of Black Diamond. In 2019, SS&C Advent was a double Wealthies winner. They won an award for their Best Client Portal – Black Diamond Wealth Platform as well as Best Portfolio Management, Accounting, and Performance Reporting – Black Diamond Wealth Platform.

In this episode, you will learn:

  • How SS&C is continuing to assist advisors with their client experience
  • From the tech perspective, what are some of the advisors biggest challenges
  • Why it is essential to keep your tech stack up to date
  • What the future holds for Black Diamond
  • And more!

Tune in now and learn how to streamline your business functions to create a better client experience

Resources: | SS&C Advent | Industry Awards