Advice Architects

Hosted by Responsive AI’s CEO, Day Wachell, the Advice Architects podcast series features conversations with individuals leading the financial industry’s discussions about the digital wealth advice experience and the technology required to deliver it.

Every financial advisory firm today faces the same challenge: building a tech stack that meets the needs of advisors and delivers a client experience integral to their brand. Almost invariably, this becomes a project of assembling a variety of software and tools that need to play well together and form a whole that is greater than the sum of its parts.

This episode of Advice Architects features Craig Iskowitz, CEO of Ezra Group and one of the most respected voices in wealthtech, sharing his thoughts and insights on all-in-one technology platforms, customer relationship management (CRM) systems, portfolio management and financial planning tools, data warehousing, and APIs – and how to weave them together to deliver the best advisory experience for your firm.