NEWARK, DE — Buckler has announced its inclusion in EVO Wealth Consulting’s Wealth Technology Solution Guide. This guide, created in collaboration with 22 leading wealth technology providers, aims to assist financial advisors, RIA firms, and broker-dealers in navigating the complex world of wealth technology.
The guide from EVO offers clear and concise educational content. It explains the functions and implementation of various technological solutions within advisory firms. Additionally, it addresses the challenges firms face when adopting new technologies and integrating them into their existing processes.
Twenty-two firms are featured in the guide. These companies were selected for their innovative solutions and commitment to client service. They provide state-of-the-art solutions, continually invest in their offerings, and are dedicated to exceptional client support.
Mike Casciano, Founder and President of EVO Wealth Consulting, has extensive experience from his roles at BlackRock and Principal Asset Management. He combined asset management products with wealth technology and portfolio analytics in his past roles. Casciano noted, “The demand for comprehensive, customized technology education was clear. EVO was founded to meet this need.”
The guide’s content is divided into four key categories:
- Data and Cyber: Featuring Buckler, FCI, Dispatch, JIFFY.ai
- Marketing, Client Engagement, Planning: Including Fynancial, Asset-Map, Wealth Management GPT, VRGL, FP Alpha, Vanilla, Jump
- Portfolio Design, Implementation, Analysis: Highlighting Nebo Wealth, Smartleaf AM, Advyzon IM, AllocateRite, Kwanti, Jacobi
- Investment Solutions: Showcasing VettaFi, Syntax, Proteus, IMTC, Halo Investing
Buckler, a company specializing in cybersecurity compliance and cyber program management, is proud to be part of this comprehensive guide. Buckler’s CEO, Scott Smith, expressed his enthusiasm, saying, “Michael and the EVO team have done their diligence in putting together a great tech stack list to guide advisors and firms as they navigate putting the best solutions in place operationally. Buckler is proud to be a part of the list for cybersecurity compliance and cyber program management.”
EVO Wealth Consulting’s new guide is a vital resource for advisory firms looking to enhance their technology infrastructure. By providing detailed information and practical advice, the guide aims to bridge the gap between technology providers and financial advisors, ensuring that firms can adopt the best solutions for their needs.
The inclusion of Buckler in this guide highlights the company’s role in providing top-tier cybersecurity solutions. As the financial industry continues to evolve with new technological advancements, resources like EVO’s Wealth Technology Solution Guide will be essential in helping firms stay ahead of the curve.
The collaboration between Buckler and the other technology providers in the guide underscores the importance of innovation and client service in the wealth management sector. With tools and insights from leaders in the field, financial advisors and firms are better equipped to navigate the ever-changing landscape of wealth technology.
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