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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
Episodes
Friday Jul 26, 2024
Friday Jul 26, 2024
Join us for an engaging episode of The AdviserTech Show as Tessa Lee, Managing Director of moneyinfo, sits down with Ola Abdul, CEO and founder of Fundment. Discover how Ola transitioned from a background in economics and roles at Aberdeen Asset Management and BlackRock to pioneering innovation in the financial advisory space with Fundment.
In this episode, Ola shares the inspiration behind Fundment and its mission to revolutionise the platform industry. He emphasises the importance of technology in streamlining processes, enhancing user experience, and delivering scalable solutions for advice firms of all sizes.
Tessa and Ola dive into the complexities of the platform business and the significance of integration within the tech ecosystem. They discuss the evolution of Fundment, driven by adviser feedback, and highlight key features that set Fundment apart in the market, such as their advanced drawdown functionality and comprehensive API support.
Looking ahead to 2024, Ola outlines Fundment's plans to continue its momentum, pushing out features that meet the evolving needs of advisers. He also addresses the challenges faced by advice firms and how Fundment aims to support them with flexible, innovative solutions.
Don't miss this insightful conversation on the future of financial advice technology, the power of collaboration, and the impact of digital transformation. Tune in to learn how Fundment is leading the charge in creating a more efficient, client-centric advisory process.
Stay tuned for more dynamic episodes of The AdviserTech Show, where finance and technology intersect to drive the industry forward!
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