WealthStack

How an $8,000 marketing investment turned into a $650,000 risk.

By embracing a data-driven approach to personalization, financial advisors can significantly enhance their client engagement efforts.

Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”

The funding will be put toward research and development, hiring and enhancements to data quality.

The online presence and listings manager could pay up to $220 million for the client engagement and compliance platform.

Instead of simply a question-and-answer format, Brightwave reports are “living documents” that can be expanded and manipulated based on an advisor’s interests.

The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.