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Influential Leaders in the Wealth Management Technology Industry

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Month: July 2019

Steve Strand2 - #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
July 27, 2019 Craig Iskowitz

#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind

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Your logo here 880x600 - #ItzOnWealthTech Ep 19: Why The "Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep
July 12, 2019 Craig Iskowitz

#ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

“It doesn’t matter whether you’re sitting with $5,000 or $100 million in assets, all of us have been conditioned to

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newbreed 880x600 - #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market
July 1, 2019 Craig Iskowitz

#ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market

“Advisors are a breed of entrepreneurs that enjoy finding new ways to solve old problems.” — James Capps, E*Trade Advisor

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Recent Articles

  • zenandartofAI 90x65 - #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence #ItzOnWealthTech Ep 21: Zen and the Art of Artificial Intelligence

    “It has nothing to do with how smart you are,

  • Steve Strand2 90x65 - #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

    “Big institutions don’t want to buy code that one guy

  • Your logo here 90x65 - #ItzOnWealthTech Ep 19: Why The "Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep #ItzOnWealthTech Ep 19: Why The “Slap Your Logo On My Robo” Business Model Doesn’t Work Any Longer with Simon Roy from Jemstep

    “It doesn’t matter whether you’re sitting with $5,000 or $100

  • newbreed 90x65 - #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market #ItzOnWealthTech Ep 18: A New Breed of Custodian is Shaking Up the Market

    “Advisors are a breed of entrepreneurs that enjoy finding new

  • unfair advantage 90x65 - #ItzOnWealthTech Ep 17: How Advisors Can Find Their 'Unfair Advantage' with Tricia Haskins #ItzOnWealthTech Ep 17: How Advisors Can Find Their ‘Unfair Advantage’ with Tricia Haskins

    “I am a true believer that using technology and using

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Craigiskowitz @craigiskowitz
RT @leimer: New Global FinTech Index released https://t.co/5j4k6sGzjK https://t.co/02lzlIZnHB

- 1 hour ago

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Craigiskowitz @craigiskowitz
Congrats to the new #Power50! https://t.co/O0QyReh2YR

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Craigiskowitz @craigiskowitz
RT @TheRudinGroup: Join me at #PFF20 for #wealthtech stream #fintech #Paris @LNizri @pascalbouvier @Xbond49 @FGraillot @RichThinkingB http…

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