@wealth__stack

A new era of advice: where wealth management & wealthtech converge.

informaconnect.com/wealthstack/
Joined February 2019
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What's In My Wealthstack 📱 Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that accommodates new firms, but also supports growth. Read more >> spr.ly/6013C0MxU

What's in My Wealthstack: Modern Wealth

Mike Capelle of Modern Wealth discusses how the firm is building a technology stack that remains flexible.

wealthmanagement.com
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WealthStack Roundup Two new tax prep tools launched from TaxStatus, PPB enhances platform and announces Delio partnership, and Alpaca is a unicorn. Read more >> spr.ly/6016CFyNe
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Jump, Zeplyn and @zocksio, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the @AdvisorEngine platform. spr.ly/6017N5t81

Jump, Zeplyn, and Zocks Now Integrated with AdvisorEngine

Jump, Zeplyn and Zocks, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the AdvisorEngine...

wealthmanagement.com
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Ceasar Sengupta and his team have built a “digital private bank” called Arta Finance, but it won’t compete with other private banks or the advisors who work there. spr.ly/60122LAk6

Arta Finance Brings Private Banking to Millennial Millionaires & HENRYs

Discover how Arta Finance is revolutionizing private banking for young, affluent investors with AI-driven solutions.

wealthmanagement.com
155
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