EVO Wealth Consulting: New Wealth Technology Solution Guide with 22 Industry Leaders, Including IMTC
EVO Wealth Consulting announces its new Wealth Technology Solution Guide in a press release. The solution guide features 22 industry-leading providers for the wealth management industry, including IMTC.
August 6, 2024
Originally published on EIN Presswire.
Press Release from EVO Wealth
NEW HOPE, PA, UNITED STATES, August 6, 2024 — EVO Wealth Consulting (EVO), is proud to introduce the Wealth Technology Solution Guide, created in partnership with 22 leading wealth technology providers. This initiative aims to help financial advisors, RIA firms, and broker-dealers navigate the expanding landscape of wealth technology.
EVO’s new guide offers clear, concise educational content, explaining the functions and implementation of various solutions within advisory firms. The content also addresses the challenges of adopting new technologies and integrating them into existing processes.
The 22 featured firms, selected for their innovative solutions and commitment to client service, span the entire wealth management technology spectrum. These firms provide cutting-edge solutions, continuously invest in their offerings, and are dedicated to exceptional client support.
Mike Casciano, Founder and President of EVO, has extensive experience from his roles at BlackRock and Principal Asset Management, where he combined asset management products with wealth technology and portfolio analytics. “The demand for comprehensive, customized technology education was clear,” Casciano said. “EVO was founded to meet this need.”
EVO’s innovative content covers four key categories:
- Data and Cyber: Buckler, FCI, Dispatch, JIFFY.ai
- Marketing, Client Engagement, Planning: Fynancial, Asset-Map, Wealth Management GPT, VRGL, FP Alpha, Vanilla, Jump
- Portfolio Design, Implementation, Analysis: Nebo Wealth, Smartleaf AM, Advyzon IM, AllocateRite, Kwanti, Jacobi
- Investment Solutions: VettaFi, Syntax, Proteus, IMTC, Halo Investing
EVO’s website, www.evo-wealth.com, offers wealth management leaders operational and technical educational content through short videos and articles. Soon, the site will include a portal for curated access to demo videos.
Learn more about EVO, the partner firms, and the Wealth Technology Solution Guide by visiting www.evo-wealth.com.
About EVO
EVO Wealth Consulting, LLC was founded in September 2023 to fill the unmet need of holistic technology and client service process consulting for wealth managers with a focus on $1B+ RIAs. EVO combines two decades of broad asset and wealth manager experience with thousands of advisor engagements. EVO conducts continuous due diligence across the entire technology stack to identify challenges, emerging technologies, best practices, and opportunities for efficiency. The result is a true open architecture consulting relationship that adapts to a firm’s needs through time.
Solution Guide Companies
Data and Cyber:
- Buckler – https://buckler.app/
- FCI – https://fcicyber.com/
- Dispatch – https://www.dispatch.io/
- JIFFY.ai – https://jiffy.ai/
Marketing, Client Engagement, Planning:
- Fynancial – https://fynancial.com/
- Asset-Map – https://www.asset-map.com/
- Wealth Management GPT – https://wealthmanagementgpt.com/
- VRGL – https://www.vrglwealth.com/
- FP Alpha – https://fpalpha.com/
- Vanilla – https://www.justvanilla.com/
- Jump – https://jumpapp.com/
Portfolio Design, Implementation, Analysis:
- Nebo Wealth – https://www.nebowealth.com/
- Smartleaf AM – https://www.smartleafam.com/
- Advyzon IM – https://www.advyzon.com/main/index.html
- AllocateRite – https://www.allocaterite.com/
- Kwanti – https://kwanti.com/
- Jacobi – https://www.jacobistrategies.com/
Investment Solutions:
- VettaFi – https://vettafi.com/
- Syntax – https://www.syntaxdata.com/
- Proteus – https://www.proteuscapital.us/
- IMTC – https://imtc.com/
- Halo Investing – https://haloinvesting.com/
Contact:
Mike Casciano
President
mike@evo-wealth.com
484-764-2387
This paper is intended for information and discussion purposes only. The information contained in this publication is derived from data obtained from sources believed by IMTC to be reliable and is given in good faith, but no guarantees are made by IMTC with regard to the accuracy, completeness, or suitability of the information presented. Nothing within this paper should be relied upon as investment advice, and nothing within shall confer rights or remedies upon, you or any of your employees, creditors, holders of securities or other equity holders or any other person. Any opinions expressed reflect the current judgment of the authors of this paper and do not necessarily represent the opinion of IMTC. IMTC expressly disclaims all representations and warranties, express, implied, statutory or otherwise, whatsoever, including, but not limited to: (i) warranties of merchantability, fitness for a particular purpose, suitability, usage, title, or noninfringement; (ii) that the contents of this white paper are free from error; and (iii) that such contents will not infringe third-party rights. The information contained within this paper is the intellectual property of IMTC and any further dissemination of this paper should attribute rights to IMTC and include this disclaimer.
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