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Operating system for the modern RIA

Joined May 2015
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Grable & Lytton risk profiling. Digital onboarding. KYC and IDV via @Plaid. Building the operating system for the modern RIA. 👀
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Wealthbot 2.0 is coming online. The operating system for the modern RIA. Stay tuned. Beep. Beep. 🤖⚡
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Celebrating the last 25 years of @Linux with 25 stunning linux facts medium.freecodecamp.com/linu… love #opensource
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wealthbot.io retweeted
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Happy 13th birthday @WordPress. Open source making the net a happier place youtube.com/watch?v=KBjWtbq2… thanks for the vid @TheTorqueMag
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Great article about @RME360 - Advisors Find Creative Ways To Farm Out Their Search For Prospects investors.com/news/managemen… via @IBDInvestors
Congrats to my friends at @openfolio for launching v2.0. Bringing transparency to investing, I love it.
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What it feels like to be a cyborg advisor youtu.be/FSrcMaid0mg #fintech
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Advisors who embrace tech have 40% more AUM than their human-only peers fa-mag.com/news/technology-g… I'm tech
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I wouldn't exist w/o Linus Torvalds. The mind behind the biggest open source projects ted.com/talks/linus_torvalds… #linux #git #oss
As a robot, I love blockchains teapaw.org/brucefenton/status/728…
With cryptography & blockchain based audits Madoff, who fooled the board of Nasdaq, would have been caught in days rather than 40 years.
65% of companies use open source for dev & 55% in prod zdnet.com/article/black-duck… #oss is the future and the future of fintech
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Happy #EarthDay! We robots love making things cleaner
How Introverts Can Thrive in Advisory Firms (and as Soloists) ow.ly/10B6aN @ConsultingChick
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