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    • Wealth Tech Guide
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Content Hub

ArticlesWebinarsPress ReleasesFresh Takes - Blog

Articles

Overcome Tech Debt

The Rise of Custom Indexes

The Rise of Custom Indexes

Overcome Inertia and FOMU (Fear of Messing Up) to deliver a truly scalable and differentiated client service experience.

The Rise of Custom Indexes

The Rise of Custom Indexes

The Rise of Custom Indexes

For wealth managers that focus on HNW+ and taxable assets, there are many benefits to providing custom index strategies.

FundFire Covers EVO Launch

EVO Wealth Tech Solutions Article

EVO Wealth Tech Solutions Article

FundFire's article announcing the launch of EVO Wealth Consulting.

EVO Wealth Tech Solutions Article

EVO Wealth Tech Solutions Article

EVO Wealth Tech Solutions Article

Coverage of EVO Wealth Tech Solutions Guide and Tech Partnerships from Company Glance.

WEBINARS

EVO-Nebo Wealth-Smartleaf

EVO-Buckler-FCI-Box Pro Insurance

EVO-Buckler-FCI-Box Pro Insurance

 

Imagine a future where every client portfolio is personalized to their goals and needs, optimally tax-managed and continuously aligned to their evolving financial plan. That future is now.

Join Martin Tarlie of Nebo Wealth, Gerard Michael of Smartleaf Asset Management and Michael Casciano, CIMA® of EVO.

EVO-Buckler-FCI-Box Pro Insurance

EVO-Buckler-FCI-Box Pro Insurance

EVO-Buckler-FCI-Box Pro Insurance

The rapidly evolving environment and regulations for cyber security can be challenging for independent wealth managers to navigate.  Leveraging the right partners and solutions can make it much easier to safeguard your clients and your business. 

EVO moderates a discussion with three key solutions, Buckler, FCI and Box Professional Insurance to show how they work together to help wealth managers sleep better at night.

PRESS RELEASES

Wealth tech solutions guide

Introducting EVO WEalth Consulting

Introducting EVO WEalth Consulting

Announcing the launch of EVO Wealth Consulting Tech Partnership and the Wealth Technology Solutions Guide.

Introducting EVO WEalth Consulting

Introducting EVO WEalth Consulting

Introducting EVO WEalth Consulting

Press release announcing EVO in September 2023

Fresh Takes

PORTFOLIO MANAGEMENT CONSULTING

Download PDF

RIA CONSULTING INTRODUCTION

Download PDF

EVO VIDEOS

Introduction to EVO

Find out not just what we do, but how we are different than anyone else in the industry!

Most Common Advisor Goal - 1.5 mins

Two decades of working with advisors has resulted in many observations.  We discuss the one most common goal shared by advisors in 90 seconds.

Tiered Service Model Challenges - 3 mins

How a common tiered service model limits advisor capacity and creates different client experiences and outcomes.

Video

Short Version - Summary of a Tech-Enabled Process - 1.5 mins

Overview of new categories of advisor tech that can easily enhance and automate an existing client service process.

Long Version - Deliver a Differentiated, Tech-Enabled Client Experience - 8 mins

What if all clients and prospects could be managed with one highly automated process that enables limitless customization?


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