Today’s episode was recorded at MarketCounsel Summit 2022. Listen in as Three Crowns CEO and Founder Johnny Sandquist talks new tech with Anthony Stich, Chief Revenue Officer at Entrustody, and Aaron Brodt, CEO of Amplify.
With the possibility of a recession looming larger and larger, 2023 has both advisors and investors on their toes. A herd of new tech companies is galloping onto the fintech scene to help advisors navigate what is almost definitely going to be a tumultuous year.
One of these new companies is Entrustody, a digitally native custodian focused on empowering advisor efficiency through its language processing system. Virtual Entrustody Assistant, or VEA, completes mundane advisor tasks, such as moving money into a client’s account, through simple typed instructions.
“Our goal is to offer truly meaningful bidirectional integrations with the technologies that advisors know and love,” Stitch explains. The reduction in keystrokes and clicks works to reduce errors and free up advisors to spend more time in front of clients.
Aaron Brodt of Amplify is also on a mission to simplify advisor tech using an “RIA Operating System” or “ROS,” a module-built ecosystem that handles end-to-end processes for advisor, client and enterprise. The result is full visibility for business owners and C-suite executives.
Both Anthony Stich and Aaron Brodt believe better visibility and streamlined processes are key to creating a personalized client experience, which is crucial for advisors looking to grow in 2023.
We’re on a mission to bring you conversations that spark innovation with industry leaders and fintech disruptors. Interested in being a guest on a future episode, or launching a podcast of your own? Let’s talk.
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, Halo is democratizing access to investment solutions that were previously unavailable to most investors.
Halo’s two-sided marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.
Halo is on a mission to change the world of investing by democratizing access to protective investment solutions through transparency and efficiency with the help of technology.
Important Disclosures: https://haloinvesting.com/disclaimer/.