Tag Archives: Tools

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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Ep 9 – How’s Innovative Technology Helping Financial Advisors – With Kelly Waltrich and Eric Clark

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

Most of us have access to online banking, which allows us to freely keep track of all of our financial information. But what about having online access to the different things we plan with our financial advisors? 

Mentioning that in these times, it’s crucial to have an interactive client portal with different portfolio and planning information, Tim Welsh from Wealth Management is joined by Eric Clark and Kelly Waltrich, both from Orion Advisor Tech, and together they explain how are the emerging financial platforms helping their firm.

In this episode, you’ll learn:

  • Astros: A software that allows customers to check their portfolios from anywhere and at any time. 
  • Slack: The tool that allows social connection in these times of social distancing 
  • The role of existing online platforms in easing and facilitating workload
  • Automation and robots for communication and marketing purposes: Why they could never replace real advisors
  • And more!

Join Eric and Kelly now to learn how technology is helping financial advisors.

Resources:  Wealth Management | WealthTech Winners Circle Podcast | Orion Advisor Tech

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