Elana Iskowitz

1 week 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.

3 weeks 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.

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.

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.

1 month 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its Office platform, it caught many RIAs off guard—especially those who had stuck with the system despite its outdated interface and lagging innovation.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.