Tag Archives: Digital Evolution

Simplify Your RIA Life — With Yang Xu of TradingFront

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , ,

In this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution.  TradingFront was a finalist in two categories at this year’s Wealthies in the categories of Client Onboarding and Client Portal Technology. Yang has also been recognized as one of the “Ten to Watch for 2021” by wealthmangement.com.

In this episode, you’ll learn:

  • How the idea came about for the creation of TradingFront
  • What exactly does TradingFront do for RIA’s
  • Which type of advisors are ideal clients for TradingFront
  • What does TradingFront have in the works for the future
  • And more!

Listen now to get insight into how wealth management will be delivered in the future. 

Resources:  Wealth Management | TradingFront

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Ep 11 – A Disrupter in the Wealth Management Tech Industry – With Oleg Tishkevich of INVENT.us

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , ,

Cloud-native technology is making an undeniable impact on the transformation of the wealth management technology industry.

In this episode, Tim Welsh, president of Nexus Strategy and consultant to the Wealthies, speaks with Oleg Tishkevich, CEO of INVENT.us. INVENT.us took home a 2019 Wealthy award in the Technology Disruptors category for its cloud-native technology. Now, Oleg explains how Cloud Native can take advisors into the next level of coordination, integration, simplification, and workflow automation.

In this episode, you’ll learn:

  • How Cloud Native allows advisors to quickly adapt as their business model changes
  • What the biggest tech struggles are for advisors
  • What tools can help improve the client experience
  • What challenges and opportunities consolidation presents for advisors
  • And more!

Listen now to get insight into how wealth management will be delivered in the future. 

Resources:  Wealth Management | Invent.us

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