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2 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSAI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisors—without breaking workflows or compliance guardrails?
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3 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Since the WealthTech Integration Scores were launched in August of 2022, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group. We’re combining May and June in this post, so there are 28 total products added! Each one was evaluated by our research team and the data was fed into our algorithm to generate its integration score.
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3 weeks ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSIn this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem.
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1 month ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Alternative investments have finally gone mainstream—just not in a way that works for most RIAs.From multi-trillion-dollar custodians to lean startup platforms, the wealth management ecosystem is tripping over itself to “democratize” access to private markets. Yet behind the glossy product catalogs and various attempts at digitized sub docs lies a reality most RIA execs know too well: fragmented tech, poor data flows, and costly structures that don’t scale with firm operations.
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1 month ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSWhat happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing compliance red lines, this episode is a must-listen.
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1 month ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSIn this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur.
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1 month ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSFinancial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal practical tools that any financial professional can implement immediately.
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2 months ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
EXECUTIVE SUMMARYWhen Morningstar announced it was sunsetting its Office platform, it caught many RIAs off guard—especially those who had stuck with the system despite its outdated interface and lagging innovation. Now, firms are being forced to confront one of the most painful (and often delayed) projects in the wealth management business: migrating to a new portfolio management system.
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2 months ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSArnulf Hsu, founder and CEO of GReminders, talks about how their AI-powered meeting management platform is transforming workflows for financial advisors with host Craig Iskowitz. GReminders has seen remarkable growth, expanding to serve over 2,000 advisors and 450 RIAs by focusing on the entire meeting lifecycle rather than just individual components like scheduling or note-taking.
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2 months ago | 
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSRafael Loureiro, CEO and co-founder of Wealth.com shares how a frustrating personal experience with estate planning led him to create a company that secured $30 million in Series A funding from Google Ventures.
