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Trevor Hicks, chief technology officer at Wetherby Asset Management and Laird Norton Wealth Management, provides an honest assessment of the technology tools used by the $14 billion AUM firms to work with clients and drive business.
New York-based Arch, which aims to solve for the workflow and data problems behind alternative investments, has received funding from Focus Financial Partners, the founders of Vanilla and Altruist, and others.
Via a “pass through” arrangement, Bank of Hawai‘i’s $23.5 billion broker/dealer subsidiary will gain access to Atria’s proprietary technology, including Clear1, Unio, and Contour, as well as home office support.
Digital Prime Technologies’ Tokenet joins other firms seeking to fill a void left by the demise of crypto lenders Genesis, Celsius, BlockFi and others.
