The Future of Advisor Technology

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About the Episode

One of the most consequential decisions an advisory firm must make is the suite of technology applications it will use – everything from financial planning to investment management to CRM and the myriad ancillary systems that streamline operations and deliver clients the information they want. My guest today has seen the advisory technology industry evolve from a collection of stand-alone software packages to an integrated, web-based platform, and she will give us her predictions for what the next decade will bring.

About our Guest

Yaela Shamberg is a co-founder and the chief product officer of InvestCloud, a California-based company that has grown from an idea in a garage to a platform with 700 clients and over $2 trillion of assets in just seven years. Yaela describes her role as serving as a platform to further InvestCloud’s shared vision and create value for its clients.

Show Notes

Here is a link to InvestCloud’s website for more information about its products and services.