The former Morningstar executive discussed the drive to start the company, how they have been using artificial intelligence, their philosophy on integrations and their upcoming inaugural conference.
Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.
A survivor of the Wall Street brokerage culture of the 1990s, the Ellevest co-founder said success in financial services today is found in diversity and collaboration.
Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.
The firm’s proprietary Relationship Quality Index combines multiple metrics, based on a 14-question survey, to measure the quality of client relationships.
The half-dozen companies in the 10-week Founders Arena WealthTech Accelerator cohort will have a chance to meet with industry leaders, network and attend sessions at this week's WealthTech Combine 2023 in Arlington...