WealthTechGirl
@WealthTechGal10+ Years in WealthTech. Fearless Millennial. Sports Enthusiast. Mom.
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Hi Everybody. I’m #WealthTechGirl A challenger in the #WealthTech space. I am excited about the disruptive potential of new technology in the #WealthManagement industry.
Hey #WealthTech . This applies to you too!
Male GPs and VCs...... STOP BEING SEXIST TO YOU FEMALE COUNTERPARTS AND SUBORDINATES...... STOP BEING SHITTY HUMANS! I know it's not everyone but yo, we gotta do better. #SayItLoudForThoseInTheBack
Wait…. It’s hard to integrate dozens of legacy tech platforms together AND update them?!? Reality check. #WealthTech @wealth_mgmt
Technology Problems At Envestnet Frustrate Advisors wealthmanagement.com/technology/tec… #wealthtech #regtech
The Financial whizzes at @MotivePartners have to manufacture earnings( and growth). Not what a visionary Founder gets out of bed to do. $1B valuations have to be justified to IPO. Tall order ahead to stitch legacy tech together with @InvestCloud legos…. Good luck. #wealthtech
InvestCloud CEO John Wise and management team ousted after VC investors grow impatient for long-promised deliverables that always seemed just over the rainbow riabiz.com/a/2023/4/26/in…
Kinda like #WealthTech incentives. Make more money running tech in silos where you are trapped…
Agreed. The issue is that there's no incentive for automakers to standardize & huge incentives to build proprietary tech. “We want to control the interface with our customers instead of outsourcing it to someone else” -- Mercedes
One of the best assets in #WealthTech #Advisortech
April additions to the #AdvisorTech map: 🏣 BD platforms - @AdvisorGroupBDs #eQuipt 🖥 Client portal - @FynancialApp 🧑🏼💼 CRM overlay - @Shell_Black 📈 Investment data - @AltidarSK @BondIT_fintech @index_one1 👨👧👦 Legacy - #Prismm 💵 Portfolio mgmt - #libretto 🏝 Retirement -…
Monte Carlo = Investment Astrology #WealthTech
How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models. Read more in the link: kitces.com/blog/monte-car… @derektharp #advicers
Actual users of #WealthTech investing the #WealthTech startups. This is the way.
How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models. Read more in the link: kitces.com/blog/monte-car… @derektharp #advicers
The paywalls @investmentnews and @finplan and @wealth_mgmt are pointless. They limit readership but “claim” they are distributing content to their advertisers. Take a page from @elonmusk and either charge advertisers or users and not both #WealthTech
New wealthtech application launched by @jlittlechild The Absolute Engagement Engine will capture real-time input from prospects & clients & drive more meaningful interactions to automatically triggering the right action at the right time buff.ly/3TKIXSX
Great article by #WealthTech expert @TheRudinGroup Advisors that embrace #WealthTech will advise on more AUM, deliver better aligned portfolios for their clients.
My latest @Forbes #WealthManagement blog #WealthTech is the answer for firms who want to increase the #clientexperience at scale especially in periods of #volatility @BlackRock forbes.com/sites/aprilrud… @efipm @cherylnash2 @UrsBolt @robfarmersf @AbbySalameh
Tokenization is the way #wealthtech #blockchain #tradFi
📌 BNP Paribas SS, Azimut & Allfunds partner for #fund #tokenization @LedgerInsights buff.ly/3mfyh2A #fintech #wealthTech ✍️ Azimut tokenized AZ RAIF 1 - asset backed securities fund @TheRudinGroup @UrsBolt @enricomolinari @Xbond49 @SpirosMargaris @ronitA380
Marking my calendar. Need a session at #T32024 on #WealthTech Influencers @NexusStrategy @craigiskowitz @TheRudinGroup @ppecscytron @LizFritz319 @RIABiz
Save the dates: The 20th anniversary T3 Conference will be held at the Cosmopolitan in Las Vegas January 22-26, 2024. You won't want to miss it!
Funny. We got one of these from @Fintech_Global for the #WealthTech100 ... See lots of #WealthTech companies posting their trophies right now...
I don't want to brag, but I've been invited to be featured in the "10 Best CEOs of 2023" edition of Industry Tech Outlook, a completely unknown & most likely totally fake publication. This honor has been offered to me for the low, low price of just USD $1,200.
Isn’t this how all of the #weathtech and #fintech awards go? 💰always talks and with it you get an award … Asking for a friend … @wealth_mgmt @FWReport
I don't want to brag, but I've been invited to be featured in the "10 Best CEOs of 2023" edition of Industry Tech Outlook, a completely unknown & most likely totally fake publication. This honor has been offered to me for the low, low price of just USD $1,200.
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Who to follow
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Intention.ly
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