More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Some of the most important decisions a firm will make revolve around tech choices; mistakes can be costly and onerous to undo. Here's how advisors at seven firms chose their tech stacks.
July 21
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Konstantin Dzhengozov is a co-founder and CFO of
Payhawk , a global company spend management solution offering integrated company cards, bill payments, reimbursement of employees and customizable spend rules and governance.July 21
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According to Schroders, many Americans are falling short of retirement goals, leaving opportunities for benefit leaders to bridge the gap.
July 21
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Founder Jason Wenk discussed the rapid rise of his firm, his plans for AI, a coming Netflix show with a "cool" name and more.
July 18
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A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't always clear. Financial advisors have a few ideas.
July 18
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David Clee is the chief executive officer of
MirrorWeb and a member of the company's board of directors.Clee co-founded MirrorWeb, bringing more than 20 years of technology leadership, computer software expertise and executive management experience to his role with the company.
July 18
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Adrian Hall is the Chief Executive Officer of the United States operations for Swiss Re Corporate Solutions.
July 18
