WealthTech Today

The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.

“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […]

The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.

The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz.

“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of reactive using our predicted outcomes that provide about 90% accuracy for out of pocket costs, and we can have those conversations when they’re a sophomore of a junior, not when […]

The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz.

The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or decades of failure have spoken about learning from their mistakes to reach success. Bell himself had many failures and setbacks in both his career and private […]

The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […]

The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz.

“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits.  We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back!  I’m seeing […]

The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz.

The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.

“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […]

The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.

The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz.

“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management technology related news.  Four of them are acquisitions.  This is not a new trend as we see a constant boom and bust cycle in almost every industry.  A recurring theme […]

The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz.

The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz.

“The fact that we’re new technology and we have very low tech debt, our tech debt is measured in weeks not months or years, decades, in some cases with older companies, we think that’s an added advantage. With RBC BLACK, they’ve certainly taken advantage of those functions, they white label and they’ve taken advantage of […]

The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was written by Craig Iskowitz.

“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the combination of people who are frustrated with their current solutions, so it’s not like we had to go manufacturer demand, people are not super happy with what they have today, […]

The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz.

“I think that Merrill embraces that opportunity which has multiple entry points, Merrill Edge, Merrill One. They have something that they announced last year called the customer experience workstation. So in other words, they’re thinking about it from a more client centric point of view, which is what needs to happen instead of from the […]

The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz.