"What we're trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you will, of their user experience at a much more manageable cost."

-- Oleg Tishkevich, Invent.us

I spent almost an entire week at the T3 Advisor Conference and I can safely say that it was hands down the best T3 of the ten or so that I have attended!  So much learning, lots of great speakers and panels sessions, some ground-breaking announcements, and of course, terrific networking with people from across the industry.

This is the second of three episodes from T3 that we're put together for our Wealth Management Today podcast by Ezra Group. We had so many interviews. 24 to be exact!  Too many for a single episode, so we're compiling them into three, that's really the "Best of T3"!

This week, our first group of industry experts include Tricia Haskins from Fidelity Institutional, Matthew Radgowski from Morningstar, Robb Baldwin from TradePMR, Charles Reiling from Coastal Equities, Craig Cintron from TD Ameritrade, Kartik Srinivasan from Charles Schwab, and Oleg Tishkevich from Invent.us.

Now hit the Play button!

This episode of Wealth Management Today is brought to you by Ezra Group Consulting. If your firm is evaluating new technology or looking to improve your current wealth platform, you need to contact Ezra Group. Don’t spend another day using technology that doesn’t offer an elegant user experience. Your advisors and clients deserve better and you can deliver it to them with the help of Ezra Group.

Topics Covered in this Episode

Advice Stack for Advisors & Fidelity's Integration Xchange with Tricia Haskins

Morningstar on ESG Investments with Matthew Radgowski

The Impact of the Schwab-TD Merger with Robb Baldwin

Advisors Are Tired of Hearing "No" with Charles Reiling

RIA Technology Trends with Craig Cintron

Evolution of APIs with Kartik Srinivasan

What it Means to be Cloud Native with Oleg Tishkevich

Companies Mentioned

Charles Schwab [26:36]

Coastal Equities [17:04]

Fidelity Institutional [02:54]

Envestnet Finance Logix [00:34]

Invent.us [31:07]

Morningstar [07:33]

Sustainalytics [08:28]

TD Ameritrade [22:26]

TradePMR [12:24]

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#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

Complete Episode Transcript:

Craig: Oleg Tishkevich saw a problem. After running his first company, financial planning vendor FinanceLogix for 16 years, he realized his programers were spending 25% of their time just integrating with other platforms. He knew there was a better way, and after selling his firm to Envestnet in 2015, he started building a second company to solve this issue. I spoke to Oleg about his new startup, Invent.us, and how they're revolutionizing the way wealth management firms develop software. Highlights from his interview as well as six other industry leaders are in this episode recorded at the T3 Advisor Conference.

Craig: I'm glad you all make it here to this episode of the WM Today podcast, I'm your host, Craig Iskowitz and I run a consulting firm called Ezra Group. We help wealth managers, asset managers and WealthTech vendors make better business and technology decisions.