New Platform Helps Investors Find Best Advisor Match: Tech Roundup

The curriculum was tailored to meet the needs of advisors and includes live presentations on core learning materials, Q&A and practice modules for each session, they noted.

The program offers a comprehensive overview of the digital asset sector, including participants, institutions, rules and strategies critical to an advisor’s participation in the asset class, according to Nasdaq and Hashdex.

The lectures are led by Dr. Keith Black, Ph.D., CFA, CAIA, FDP, who is part of the adjunct faculty at the University of Massachusetts, along with experts from Nasdaq and Hashdex, and each session will be followed by discussions with top industry practitioners, they said.

“The jointly developed curriculum builds on Nasdaq and Hashdex’s long-standing partnership in the crypto space,” they said, noting they partnered to develop and launch the Nasdaq Crypto Index (NCI) in February 2021, providing global investors with a reliable benchmark for the asset class and a way to gain exposure to the cryptocurrency market.

Addepar Joins Open Cap Table Coalition

Addepar, a wealth management platform for RIAs that specializes in data aggregation, analytics and portfolio reporting, disclosed in a blog post on Monday that it joined the Open Cap Table Coalition, a cross-industry group that is collaborating to improve the interoperability, transparency and portability of company capitalization data.

Addepar, along with other industry experts and leaders from across the technology and data ecosystem, plans to “work to define and actualize a publicly available cap table format and data architecture for private companies to track company ownership,” according to Jeff Pinksa, head of private placements, Acervus Securities at Addepar.

“The Coalition’s values are closely aligned with Addepar’s, focused on bringing transparency and accuracy to the financial industry,” he said. “Transparency and portability of data has been a problem that has plagued the financial industry and, as a result, hindered investors’ ability to clearly understand how their capital is put to work.”

There are now over $3.5 trillion of assets reported on the Addepar platform, which he said now serves more than 700 independent advisory firms, private banks, family offices and institutions.

Tarascio Extends Zoe Pact

Beaverton, Oregon-based Tarascio Financial Planning has extended its deal with Zoe, whose platform connects clients with interest-aligned financial advisors, Zoe said Thursday.

The partnership enables clients to connect with the Portland-area boutique wealth management firm, founded by certified financial planner Michael Tarascio, through Zoe’s platform.

(Pictured: Akshay Singh, Indyfin founder)