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Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify's focus on reducing complexity, creating seamless workflows, and offering a comprehensive trade engine are discussed, alongside a dive into their future roadmap and technology enhancements. The episode concludes with insights on the importance of building platforms that resonate with industry needs.
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Hosted on Acast. See acast.com/privacy for more information.
3.9
77 ratings
Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify's focus on reducing complexity, creating seamless workflows, and offering a comprehensive trade engine are discussed, alongside a dive into their future roadmap and technology enhancements. The episode concludes with insights on the importance of building platforms that resonate with industry needs.
Episode Highlights:
Key Points:
Tweetable Quotes:
Resources Mentioned:
Hosted on Acast. See acast.com/privacy for more information.
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