Ep. 121: Building a Better Mousetrap to Manage Goals with Franklin Templeton

“We’ve got a platform that we built along with Bambu and Apex Clearing that’s called Tango that has full robo-advice capability. The difference between a traditional robo-advisor and Tango is that it’s built using the GOE algorithm. So you may be an RIA firm that wants to expand, but needs the technology to scale that […]

#ItzOnWealthTech Ep. 70: Best of 2020 – Part 1

financial advisor technology

Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of 2020 episode a little early, just in case.  We had an incredible lineup of guests and it was difficult for the #ItzOnWealthtech team to decide who made the cut.  We […]