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.
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.
Disrupting Performance Reporting and Billing
Chris Hastings, CEO of Panoramix offers insight into the Company's business and highlights the TD Ameritrade technology initiative.
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.
Delivering Tech to Expand Vision for Advisers
Brad Burgess, Orion’s CTO discusses the Veo One technology platform and how it helps advisers realize their visions.
Orchestration of Flow for Optimal Experience
Oleg Tishkevich, CEO of Invent.us discusses how his startup is transforming how financial services operate and simplifying system architecture to get clients fully Cloud-native.