The WealthTech Podcast

The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Each episode Mark interviews the movers and shakers in the wealth management industry sharing their years of experience and insights into the topics that are important to the industry. The podcast is produce by Brad Oliver.

The WealthTech Podcast is brought to you with the generous support of Risclarity. Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families.

Disclaimer

The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.

The WealthTech Podcast makes no representations as to the accuracy or completeness of any information shared and assumes no liability for any errors or omissions.

Guest

Linda Bready

Linda Bready is the president of CleverCX and founder of CleverX Consulting. A longtime innovator in financial services, she has helped shape the evolution of advisor technology and operations for more than two decades. She founded B-Ready Outsourcing, which was acquired by Envestnet in 2010, served in executive roles at FolioDynamix and Envestnet, and has consulted with industry leaders including Fidelity and eMoney. Today, she works with RIAs to improve operations, prepare for growth or acquisition, and lead successful post-sale transitions.

Guest appearance on:

M & A Minefields: What Advisors Miss in Tech Integrations | Linda Bready