Cathinka Wahlstrom’s Post

Love all the excitment about #woveplatform and how it is helping advisors be more productive. It has been an incredible launch year and what makes it even more exciting is that we are just getting started. Proud of the #pershingx team and after this Dec release, we rest. Then 2024 - get ready. #woveplatform is coming for you! #ria #advisortech #wealthtech #advisory #advisors #wealthmanagers #wealthmanagement #futureofwealth

Our Pershing X President Ainslie Simmonds is featured in Wealth Solutions Report talking about the role technology can play in how custodians support RIAs by helping them deliver more personalized solutions to clients. “This is where BNY Mellon’s Pershing has differentiated itself with our highly connected and data-driven Wove wealth management platform, which enables advisors to work seamlessly across multiple applications, accounts and custodians within one platform. With Wove, midsize firms would have the toolkit to help them grow into larger-sized firms.” Read the article here: https://ow.ly/6N5n50Qe4V4

Zwei Wealth Launches New Transparency Portal: Last year, more clients switched banks or asset managers than ever before. Zwei Wealth wants to make the decision-making process easier for clients with a new portal. #ZweiWealth #launches

Vestmark’s Corporate Strategy Officer, Rob Klapprodt, joined industry leaders to discuss the custodial landscape for small and midsize RIAs. According to Rob, to meet the demands of advisors and firms, custodians should prioritize ensuring seamless integration with various providers that avoid lock-in scenarios and embracing bundled solutions that encompass wealth advisory, portfolio construction across all investment offerings, and efficient trading. “The goal is to future-proof businesses by accommodating different advisor business models while promoting frictionless interactions, flexibility, scalability and technological innovation that doesn’t inhibit growth.” For more, check out the full Wealth Solutions Report article: https://lnkd.in/gkEYpVZz #PersonalizationAtScale #FinanceFuture

How Betterment Is Taking on Schwab and Fidelity Known for its retail trading platform, Betterment $36B AUM (robo-advisor platform) has made advisors a core pillar of its business model. According to Cerulli Associates, Charles Schwab and TD Ameritrade, BNY Mellon’s, and Fidelity Investments collectively accounted for 84% of the total independent and hybrid RIA assets under custody in 2021. 7 years ago Betterment launched an end-to-end custodian (600 wealth management firms) that bills itself as an alternative to larger custodians for RIAs under the $200 million AUM mark. Read on, on how Betterment is competing with the larger players. By Holly Deaton for RIA Intel https://lnkd.in/drsBa4rd

ICYMI: Vestmark’s Corporate Strategy Officer, Rob Klapprodt, joined industry leaders to discuss the custodial landscape for small and midsize RIAs. According to Rob, to meet the demands of advisors and firms, custodians should prioritize ensuring seamless integration with various providers that avoid lock-in scenarios and embracing bundled solutions that encompass wealth advisory, portfolio construction across all investment offerings, and efficient trading. “The goal is to future-proof businesses by accommodating different advisor business models while promoting frictionless interactions, flexibility, scalability and technological innovation that doesn’t inhibit growth.” For more, check out the full Wealth Solutions Report article: https://lnkd.in/gkEYpVZz

Have a look at the new transparency portal of ZWEI Wealth. By working with the best asset managers in the field generating higher returns and strictly managing the costs has a huge impact on your yield.

In today’s dynamic financial landscape, adaptability and innovation are key, and Morgan Money is here to redefine the way you navigate the world of liquidity management. Morgan Money stands out as your cutting-edge open architecture trading investment platform for three reasons: innovative cash optimizer, full API cloud-based platform, and thriving for excellence. Learn more: https://lnkd.in/ebGRhJQK J.P. Morgan Asset Management #treasury #treasurymanagement #corporatetreasury #jpmorgan #morganmoney

In today’s dynamic financial landscape, adaptability and innovation are key, and Morgan Money is here to redefine the way you navigate the world of liquidity management. Morgan Money stands out as your cutting-edge open architecture trading investment platform for three reasons: innovative cash optimizer, full API cloud-based platform, and thriving for excellence. Learn more: https://lnkd.in/ebGRhJQK J.P. Morgan Asset Management #treasury #treasurymanagement #corporatetreasury #jpmorgan #morganmoney

Today’s the day! Leading Canadian FinTechs, including d1g1t, will share how they are repositioning for the future of asset management. Dan Rosen is going to present on rethinking the wealth management client-advisor experience. #fintechinnovationCA