EVO Wealth Consulting

#RIA CEOs and COOs - if you want cool new tech but don't want to pay for it out of your pocket, do what Envestnet, Inc and Morgan Stanley are doing. EVO will show you how simple it is and how to do it better!

EVO helps make Cyber understandable and solvable for wealth managers. Hear the stories behind the regulations and some examples of what not to do.

EVO was founded to create the educational content RIAs need to make the complexities of wealth management simple to understand. We continue with some much-needed content to simplify cyber regulations.

Michael Casciano contributed to the recent FundFire article detailing Parametric's plans to add actively managed strategies to their overlay management solution. Mike shares some additional thoughts about it.

Thank you to CompanyGlance for covering the launch of the Wealth Tech Solutions Guide. “We wanted to create a guide that makes it easy for advisors to see how?simple?and?helpful?new technology can be. We focus on showing how it works in their existing systems and how it can really make a difference for their clients.” Michael Casciano, President of EVO Wealth Consulting Appreciate all of the partner firms investing in simple and benefit focused content creation to help advisors understand the wave of new technology. Special thanks to Buckler, a cyber compliance solution, for making this happen. A few other firms mentioned in the article are Asset-Map, FP Alpha, Nebo Wealth, Kwanti, VettaFi and Halo Investing. Full article is here https://lnkd.in/eeRME7xu

EVO Wealth Consulting launches the Wealth Tech Solution Guide with 22 Industry Leading Firms to help growth-focused wealth managers navigate the expanding landscape of wealth technology. Time is the most valuable resource for financial advisors. Independent advisors allocate that time between serving their clients, meeting with prospects and running a business. They don't have time to evaluate, let alone implement, new technology that can make their business and their client's experience better. FOMU, or the Fear of Messing Up, creates inertia because the pace of wealth tech innovation is advancing much faster than it can possibly be adopted by advisory firms. Why risk investing in a new solution when something better may come out in six months? EVO and our curated partners have created the Wealth Tech Solutions Guide to help RIAs better understand what new solutions exist, how they can be integrated into a firm's existing infrastructure, and how they can work together to create a differentiated, scalable and cost-effective platform for growth. The guide is just an introductory overview. We will continue to produce additional content that spans from data and cyber, through marketing and planning, to portfolio design, management, trading and analysis. We will soon introduce a demo portal, where advisors can view short videos that explain the benefits of these, and other, wealth tech solutions. The link to the full press release is below in the first comment. A huge thank you to the following firms that are partnering on this launch to create better educational content for independent, growth-focused wealth managers. AllocateRite, Asset-Map, Advyzon Investment Management, LLC. (AIM), Buckler, Dispatch, FCI, FP Alpha, Fynancial, Halo Investing, IMTC, JIFFY.ai, Jump - Advisor AI, Jacobi, Kwanti, Nebo Wealth, Proteus, LLC, Smartleaf Asset Management, Syntax Data, Vanilla, VettaFi, VRGL, Wealth Management GPT Future Proof, Joel Bruckenstein, T3 Technology Tools for Today, WealthManagement.com, RIA Edge (Part of Wealth Management EDGE), InvestmentNews, ThinkAdvisor, Rethinking65

Enjoyed having Josh Smith of VRGL on 3 Good Questions with EVO Wealth Consulting. Nothing better than solutions born out of inspiration from real life experiences. Josh shares VRGL's why, the origin story and how... VRGL helps advisors collect and make sense of client account data to present it in a streamlined and visually pleasing format for prospects and clients. This team grinds as hard as anyone in the wealth tech space. Spend some time with them at your next conference or reach out through the link in the comments below. #wealthtech #RIA #fintech #wealthmanagement

3 Good Questions with Adam Scully-Power, CIMA?, CPWA?of Nebo Wealth explains what an investment policy process is and how it can create a better outcome for clients and advisors... Nebo makes it easy to connect a financial plan to an optimal client portfolio through a client's journey. Everyone in the industry knows this has always been more of an art than a defined science. If you are not familiar with Nebo yet, don't worry, you will be soon. See the link to the full 9 minute video in the comments. EVO Wealth Consulting #fintech #wealthmanagement #RIA

3 Good Questions continues with Patrick Shaddow, CEO of Syntax Data. We discuss the benefits of Custom Index Creation for advisors and their clients. Syntax is intriguing because... They have built an easy-to-use interface that creates equity investment strategies that can be tailored to an individual client. It is not just the benefits of personalization and enhanced tax management. It can significantly lower the total cost of portfolios which is an easy and predictable way to actually deliver alpha. You can see the full 8-minute conversation at https://lnkd.in/dm7snGYM EVO Wealth Consulting #fintech #wealthmanagement