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WealthTech Insights #55 with Kendrick Wakeman. Providing Value Through Financial Clarity For Every Client

Expert Interviews
21 March 2019

How to create a platform that streamlines advisors’ workflows and doesn’t require clients to have degrees in finance? With with Kendrick Wakeman, CEO at FinMason, we discussed how to make financial reports clear for an average person.
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About Us

WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

Kendrick Wakeman

Founder & CEO at FinMason

WealthTech Insights #55 with Kendrick Wakeman. Providing Value Through Financial Clarity For Every Client

How to create a platform that streamlines advisors’ workflows and doesn’t require clients to have degrees in finance? With with Kendrick Wakeman, CEO at FinMason, we discussed how to make…

Laserfiche: Smart Content Management and Automation for Faster Scaling

Laserfiche is the private Enterprise Content Management (ECM) software development company.

WealthTech Weekly March 18, 2019

WealthTech Weekly March 18, 2019

Itiviti launches unified offering following merger with Ullink. Stash launches a rewards program to bridge banking and investing. Entreda launches Unify 360 Concierge Service for cybersecurity. Wealthsimple launched a commission-free stock-trading mobile app. Oranj…

MacroRisk Analytics: The Formula 1 of Risk Analysis

MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.

FinMason: Redefining the Power of Analytics

FinMason is the independent investment analytics engine for financial services platforms.

WealthTech Weekly March 11, 2019

WealthTech Weekly March 11, 2019

Chalice Financial Network forms a strategic partnership with Orion Advisor Services. TS collaborates with BIDS Trading and releases the QUO platform for managing investments. Axos Securities acquired WiseBanyan Holding and its subsidiaries. AssetMark…

Mark Kritzman

CEO at Windham Labs

WealthTech Insights #54 with Mark Kritzman. Big Data and Analysis: Innovation vs. Convention

Can big data beat out theoretical models? Does robo risk analysis work in the real world? With Mark Kritzman, CEO at Windham Labs, we discussed where big data fits in…

WealthTech Weekly March 4, 2019

WealthTech Weekly March 4, 2019

AdvisorBid launches public profiles for all registered investment advisors. Envestnet Insurance Exchange is entering its pilot phase with financial advisors. AssetMark integrates Redtail data with its platform to simplify the client onboarding…

Evan Kulak

Co-founder of Polaris Portfolios

WealthTech Insights #53 with Evan Kulak: The Era of Fee Transparency

I spoke to Evan Kulak, cofounder of Polaris Portfolios. Evan explained to me how the fee model that advisors use is flawed and how this may change the face of…

MoneyGuidePro: Financial Planning is Never Static

PIEtech, Inc. develops financial planning software for financial advisors in financial services industry. It offers MoneyGuidePro, an Internet-based financial planning software.

WealthTech Weekly February 25, 2019

WealthTech Weekly February 25, 2019

Portfolio Pathway partners with Shareholders Service Group. Vestwell partnered with OnPay. United Capital’s FinLife Partners has now 85 firms nationwide. Broadridge Financial Solutions released a study about communications with advisors.…