Advyzon 的动态

Transcript

Hey, it's Colin Swift here, and we're at Schwab Impact 2024. I have Scott Smith with me. I've advised on investment management. And Scott, you're a pro at Schwab Impact conferences. I think you said this was your 7th 1 here. What's standing out at Schwab or Impact 2024 to you this year? I think it's really the evolution that we're seeing of all the technology and all the focus on the future of where the business is going. And so that's exciting. And we're going to talk a little bit more later about the presentation that we're going to be doing around mergers and acquisitions and as that relates to how we're looking at that more. Futuristically helping advisors scale their business. Tell me a little bit more about this presentation you're gonna be giving later today about mergers and acquisitions. Yeah. So the focus is going to be about scaling your price, scaling your business using technology and investment solutions and thinking about how you bring in that all-in-one technology and all the one capability to ultimately build efficiency, Dr. profitability and monetize the business. So we want to help firms prepare for M&A with they're going to become acquirers are acquirers or thinking about potentially joining another firm that's an acquirer so. A lot, a lot to discuss and unpack. Yeah, that sounds like it'll be a great session. That's gonna be later today at Showcase C. So if you're seeing this, don't miss out on it. I'd be remiss to ask you about this. One last question. I know you guys had a huge announcement today about a new platform you're launching called Aria. Anything you'd like to mention on that? On this new big platform you guys have? You know, I would just say that we're, you know, we're doing a lot of great things to help firms that have different business models, right? And so if you're a family office, you're serving high net worth or ultra high net worth clients, you know, single family, multifamily, we're going to have a solution. For that as we do for the more traditional RA channel. So we're really excited about that announcement. Well, Scott, I appreciate you taking some time to talk to me and enjoy the rest of your conference, you as well. Thanks so much.