Mammoth Technology

Lets Go!!!

Our team is covering the Future Proof conference in Huntington Beach. Give us a shout if you want to meet up.

It was really great to be with Randy Lambert, Adam Palmer, Jacob Danielson , Renee Fast, and the Orion team today. Thanks for hosting us!

We are thrilled to announce Canoe's newest technology partnership with Mammoth Technology. Mammoth Technology is Canoe’s first partnership with a fund marketing and access platform, facilitating seamless integration of data across clients’ pre- and post-investment workflows. Mammoth acts as a conduit for documents and ownership data entering Canoe’s platform when investments are made through Mammoth’s technology, while also receiving ongoing documents and extracted data from Canoe. “Many of our clients also already use Canoe for ‘maker’ services, and we have been providing the ‘checker’ services that complement the data Canoe has processed. By creating this formal partnership, we look forward to expanding this relationship and collaborating to deliver even more value to our mutual clients—current and future.” - Steve Zuschin, Chief Revenue Officer, Mammoth Technology For more details on this new partnership, please visit: https://hubs.li/Q02t5DNQ0 #AltsSmarter #CanoePartnerProgram

Retirement planning is a challenge for today's investors. Market volatility threatens to derail progress, and taxes act as a hidden cost, silently taking a significant portion of investment returns. Between these challenges and the inherent complexity of financial planning, how can advisors help investors maximize their retirement income and secure their financial futures? On this week’s episode of our Alternative Universe Podcast,?Jack Sharry, EVP & Chief Growth Officer at?LifeYield, emphasizes the shift towards solutions-oriented approaches in financial planning and the need to integrate tax optimization into portfolio management. Full episode:?https://lnkd.in/gmhtUm_n

Episode 015: Jack Sharry touches on the future trends in the industry, including the importance of multi-account, tax-smart management, and the role of alternatives in improving outcomes for clients. Full episode available now??

A new episode of our Alternative Universe podcast is LIVE! How to Maximize Retirement Income with Jack Sharry, EVP & Chief Growth Officer at LifeYield Join host Steve Z., & listen now: https://lnkd.in/gmhtUm_n

A NEW episode of our Alternative Universe Podcast goes live today! Jack Sharry shares his outlook on the future of the industry and more.

Built on the bedrock of practical wisdom and a long-term perspective, Phronesis Fund believes in forging genuine partnerships rather than chasing fads. This commitment allows them to do more than invest. It's about building a foundation for shared success, thoughtful partnerships, flexible investment strategies, and a financial future as unique and enduring as the client. On this week’s episode of our Alternative Universe Podcast, John Candeto, Founder and Managing Partner of Phronesis Fund, shares his journey from operator to investor and explains how his background in building businesses has shaped his investing approach. Full episode: https://lnkd.in/gmhtUm_n

Episode 014: John Candeto shares his insights on risk management, the power of curiosity and capability, and the power law in investing. Full episode available now??