NEW HOPE, PA — EVO Wealth Consulting (EVO) has introduced the Wealth Technology Solution Guide, created in partnership with 22 leading wealth technology providers. This initiative aims to assist financial advisors, Registered Investment Advisory (RIA) firms, and broker-dealers in navigating the expanding landscape of wealth technology.
EVO’s new guide offers clear and concise educational content. It explains the functions and implementation of various solutions within advisory firms. The content also addresses the challenges of adopting new technologies and integrating them into existing processes.
The 22 featured firms, selected for their innovative solutions and commitment to client service, span the entire wealth management technology spectrum. These firms provide cutting-edge solutions, continuously invest in their offerings, and are dedicated to exceptional client support.
Mike Casciano, Founder and President of EVO, has extensive experience from his roles at BlackRock and Principal Asset Management. “The demand for comprehensive, customized technology education was clear,” Casciano said. “EVO was founded to meet this need.”
EVO’s innovative content covers four key categories:
- Data and Cyber: Buckler, FCI, Dispatch, JIFFY.ai
- Marketing, Client Engagement, Planning: Fynancial, Asset-Map, Wealth Management GPT, VRGL, FP Alpha, Vanilla, Jump
- Portfolio Design, Implementation, Analysis: Nebo Wealth, Smartleaf AM, Advyzon IM, AllocateRite, Kwanti, Jacobi
- Investment Solutions: VettaFi, Syntax, Proteus, IMTC, Halo Investing
EVO’s website offers wealth management leaders operational and technical educational content through short videos and articles. Soon, the site will include a portal for curated access to wealth technology demo videos.
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