Tag Archives: #Automation

Episode 102 – Automate Your Workflows and Save Time – With Adrian Johnstone

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Adrian Johnstone is the Co-Founder and President of Practifi, a performance optimization platform purpose-built for the wealth management industry that empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience.

Doug and Adrian talked about his background that led to his path of co-founding Practifi and why he decided that the idea was worth the investment.

They also discussed:

  • The issues that may arise if advisors don’t automate their workflows
  • How advisors can manage all of their tasks to become more efficient and save time
  • How AI makes the optimization achievable
  • The business development app they created to automate firms’ growth activities
  • Tracking ROI being crucial and how the app helps with that
  • The profitability puzzle

Resources: Practifi

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Episode 69 – Manage Portfolios at Scale With the Right Technology – With Brian Bleasdell

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , , ,

Brian Bleasdell is the Chief Product Officer at Flyer Financial Technologies.  Flyer Financial Technologies develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.

 

Doug and Brian sat down at the FSI OneVoice Summit and talked about what Flyer Financial Technologies actually does that makes them unique in the industry. They also discuss:

  • Why they changed the name from FX Flyer 
  • The end-to-end process the platform addresses
  • The Flyer Financial Technologies features that enable advisors to scale up and/or implement unique workflows
  • Real-life examples of how advisors use Flyer Financial Technologies
  • What is coming next for Flyer Financial Technologies and what is driving that roadmap

Resources:   Flyer Financial Technology

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