Sign up to save your podcasts
Or
Share Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing […]
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
View all episodes
By Craig Iskowitz
4
1313 ratings
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platform—from proposal generation to advisor copilots to operational automation. If you’re a tech-savvy executive wondering how AI can deliver measurable ROI without crossing […]
The post Ep. 290: Reimagining the Advisor Desktop: Inside Vestmark’s AI Assistant with Leo Schrantz appeared first on and was written by Elana Iskowitz.
More shows like WealthTech Today
View all
Masters in Business
2,175 Listeners
The Meb Faber Show - Better Investing
943 Listeners
Capital Allocators – Inside the Institutional Investment Industry
797 Listeners
Animal Spirits Podcast
2,020 Listeners
The Perfect RIA
462 Listeners
The Compound and Friends
2,145 Listeners
The Long View
934 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
246 Listeners
Barron's Streetwise
1,573 Listeners
Barron's Advisor
114 Listeners
Barron's Live
212 Listeners
Ask The Compound
339 Listeners
WealthTech on Deck
17 Listeners
The WealthStack Podcast
6 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
133 Listeners