Redtail Engages AI to Boost Advisory Community
Redtail Technology, Inc. began as a beta system and evolved into a leader in Web-Based Client Relationship Management solutions for the financial adviser. Company CEO Brian McLaughlin, highlights Redtail's A.I. offering and how it will impact advisors and help them improve their businesses.
Driving Innovation with Black Diamond
Financial advisors are bound to face obstacles in their practices at some point and innovation can help address some of those challenges. Steve Leivent, Senior Vice President of SS&C Advent's Advisory business, shares how the Black Diamond® Wealth Platform product can help advisors innovate, support their relationships with clients, and more.
Insight into the Veo Open Access Initiative
John Patullo, Managing Director, Technology Product Management at TD AMERITRADE offers an overview of how the integration landscape has changed through collaboration and created an efficient advisor experience.
Risk Alignment: Pinpoint an Investor's Tolerance
Dan Cunningham, VP of Product at Riskalyze considers how the company's platform provides tools for analyzing investment risk and building and implementing investment portfolios.
Creating Value for Advisors with Emerging Tech
Dani Fava, Director of Institutional Innovation at TD AMERITRADE focuses on emerging technologies that can impact and assist the way advisors conduct business.
Looking Ahead with Veo: Achieving the Advisor Vision
Chris Valleley, Director of Technology Solutions at TD AMERITRADE offers a look into the VEO Initiative journey and how the Summit has grown and evoloved over the past decade.
Streamlining Processes with Technology
Dave Ireland, Co General Manager at SS&C Salentica considers the benefits of Veo intiative and how the advisor community will realize seamless processes.
Black Diamond: One Stop Shop for Wealth Management
Mike Betz, Director, Channel Management at SS&C Advent highlights the Black Diamond wealth platform advantages and focuses on use cases and integration experience.
Technology Tools for Today: Supporting Advisors
Joel Bruckenstein, CEO of T3 Tech Hub discusses the evolution of advisor technology over the past two decades and how RIAs have witnessed a transformation in the industry.
A Touchstone of Information for Advisors
Aaron Guidotti, Director of Innovation at Grendel, highlights the evolution of TD Ameritrade Institutional's Veo One technology platform and how its enterprise offering integrates marketing with technology to give advisers tools to engage with clients and grow their business.
Building Client Relationships
By partnering with Black Diamond, Affiance Financial advisors are able to spend time on the tasks that help them build client relationships.
Combining Service With Technology
An Advent client for over 30 years, George Gouin of The Mason Companies, discusses how Black Diamond allows his firm to service clients at a higher level.