Envestnet Shows Off Tech Enhancements at Schwab Impact: Tech Roundup
Anderson has worked over the past two decades “to create operational solutions in the B2B software sector, improving processes,” the company said. At Elements, he has been “tasked with developing and improving current systems, processes, controls and procedures that will improve the overall efficiency of Elements, ensuring advisors have the tools to make clients’ financial lives better.”
Anderson most recently served as vice president of IQGeo, a company that delivers geospatial software solutions improving productivity and collaboration across enterprise planning, design, construction, maintenance and sales processes to reduce costs and operational risks, while also enhancing customer satisfaction, the company said.
OCIO Taiko Launches
Taiber Kosmala & Associates, an independent investment consulting company that advises on more than $15 billion in client assets, announced Tuesday the launch of Taiko, a boutique, full-service outsourced chief investment officer solution developed for RIAs, national advisory firms, broker-dealers and trust companies.
Taiko offers “growth-minded firms with bespoke institutional-grade investment portfolios, a personalized investment and operations back-office and an integrated technology stack by combining the institutional research platform and consulting heritage of Taiber Kosmala with custom technology, it said.
Taiko was developed to serve RIAs and financial institutions ranging from $100 million in assets under management to multibillion-dollar national enterprises, the company noted.
The company said it is looking for Taiko to be the “differentiator that its clients can use to stand out in a hyper-competitive market by providing exclusive access to leading institutional managers.”
MaxMyInterest Hires COO
MaxMyInterest said Thursday it hired Ateet Adhikari to serve as its chief operating officer.
Adhikari will be responsible for identifying new opportunities for growth and innovation for the intelligent cash management and optimization platform for advisors and individual investors, the firm said.
He will also be supporting relationships with partners; overseeing Max’s daily operations, compliance, and customer success program; and mentoring and growing Max’s team, the company said.
Prior to joining the company, Adhikari was the COO of ShopRunner, where he was a key player in the capitalization, growth and ultimate sale of ShopRunner to FedEx in 2020.
F2 Strategy Adds Senior Consultant
Wealthtech management consulting company F2 Strategy announced the addition of Jessica Brar, CFP, as its newest senior consultant serving on its Consulting Services team.
“Brar will lend her depth of expertise to the firm to drive success in the areas of digital client experience, technology assessment and implementation,” F2 said in a press release on Monday.
Prior to joining F2 Strategy, Brar spent more than 10 years with Buckingham Strategic Partners, where she was manager of operations for Advisor Services. Most recently, she also served as director of operations for Clark Asset Management.
“Brar brings an understanding of RIAs both at the strategic level from supporting firms in the TAMP space as well as a deep hands-on understanding of delivering the ideal client experience within the individual RIA office,” F2 said.
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