The WealthTech Data Model is Broken: A 2024 Blueprint
Why syncing data via point-to-point integrations fails at scale, and how to build a unified client data model that acts as a single source of truth across your practice.
Read the blueprintEngineering Notes
Technical analysis, architectural blueprints, and vendor evaluations for fiduciary wealth management.
Salesforce vs. Wealthbox: An API-First Perspective
Evaluating the top CRMs for RIAs based not on feature check-boxes, but on webhook reliability, rate limits, custom object support, and true platform extensibility.
Compare CRM architecturesSecuring the Client Portal: Beyond 2FA
Technical implementation details for securing document vaults and client communications against modern phishing threats, including FIDO2 hardware keys and passkeys.
Review security standardsLLMs in Wealth Management: Risk vs. Reality
Cutting through the hype to evaluate how Large Language Models can actually be deployed in an RIA without violating SEC data privacy rules or hallucinating financial advice.
Analyze AI deployment