EVO Helps RIAs Push Less Buttons

Brian King, Founder and CEO of LODAS Markets, joins EVO to introduce a digital exchange for private assets in the secondary market and their turnkey, white label private asset platform for wealth managers.

Pat Duffner, Head of Business Development for IMTC, discusses how wealth managers are tailoring client portfolios through adaptive stock and bond allocations.  IMTC empowers advisors to incorporate individual bonds, based on client specific needs, easily and at scale through their turnkey portfolio and order management system. 

Jordy Albert, Co-Founder and CEO of Measured, shares how Independent Wealth Managers can easily access securities-backed lending options at great rates powered by their technology platform.  Measured plans to add more lending options beyond securities-backed like mortgages and more.  The key is they make it simple and easy with no integrations.

Patric Glassell, Head of Growth at Kwanti, discusses how advisors are using analytics to help prospects and clients easily understand their investment portfolios.  Kwanti makes complex analytics easy to utilize in portfolio construction and client engagements.

Josh Smith, CEO and Founder of VRGL, shares the origin story and the why behind their Investment Proposal solution.  VRGL makes it easy to collect, evaluate and provide visually appealing stories about a client's current and proposed investment portfolio.  Hear from one of the industries rising stars about how they help advisors simplify client and prospect communication.

Adam Scully-Power of Nebo Wealth joins EVO to discuss how to deliver scale and personalization for clients by optimizing their asset allocation through their financial journey.  This is done by enabling the financial plan, after tax asset values and the advisor's market views to determine the perfect fit portfolio through time

Parker Ence, CEO of Jump, discusses the state of AI adoption for financial advisors and how Jump's AI Assistant can automate administrative tasks for client meetings.  Jump AI can create summaries, next steps and aggregate client data for meeting prep and follow up to deliver a better client experience and make advisor's lives easier.

Alex Rabinovich, Head of Sales for Halo Investing, joins us to explain what protective investing is and how structured notes can fill that role for client portfolios.  Halo has created a platform that allows independent advisors to efficiently access and implement enhanced diversification through individual structured notes and SMAs.

Patrick Shaddow, CEO and President of Syntax, discusses the simplicity and benefits of creating personalized custom indexes for advisors, their clients and their RIA firms, with their solution Syntax Direct.

Scott Smith, CEO of Buckler, shares the challenges RIA firms face in understanding and complying with the changing regulatory landscape for cyber security and cyber compliance.

Marc Butler, CEO of Wealth Management GPT, discusses the challenges advisors face in creating content and how AI/ Language Models can help advisors deliver client content.

Jerry Michael, President of Smartleaf Asset Management, shares the challenges advisors face in delivering personalization and tax management to their entire client base and how Smartleaf AM can help.

A Few Good Minutes shares financial industry insights about Wealth Management growth, operations, and technology from innovative leaders and doers.