WealthTech Today

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.

1 week ago | wealthtechtoday.com | Bhupinder Singh |Craig Iskowitz

Trusted by hundreds of advisors and tech leaders, our 2025 Buyer’s Guide breaks down the best AI tools for capturing, summarizing, and automating advisor-client conversations. What’s Inside✅ Side-by-side comparison of 10+ advisor-specific AI platforms✅ CRM and workflow integration matrix✅ Compliance readiness scorecard✅ Strategic insights for RIAs, broker-dealers, and fintech firms.

3 weeks ago | wealthtechtoday.com | Craig Iskowitz

At the 2025 AdvisorEngine >Drive Conference, I had the opportunity to speak directly to advisory firm executives, operations leaders, and technologists about one of the most underappreciated challenges in wealth management: how to plan and implement a resilient RIA technology stack that holds up under pressure.

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.