Hear from Colin Falls & Craig Iskowitz
GeoWealth CEO, Colin Falls, sat down with Craig Iskowitz, founder and CEO of Ezra Group, and host of the Wealth Tech Today podcast. Dive into Episode #224: A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game.
In this episode, Colin and Craig discuss how Colin's basketball career took him from The University of Notre Dame to Czechoslovakia and Italy before bringing him to the wealth management industry. They discuss GeoWealth's recent headlines, how Unified Managed Accounts (UMA) offer portfolio customization, and why GeoWealth's proprietary technology helps it stand out in the TAMP landscape.
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The show can be listened to directly from the Wealth Tech Today website, or you can listen and subscribe to this podcast on Apple Podcasts. Ezra Group is, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding fintech space.
Topic covered:
- Origins and Evolution of GeoWealth
- Competitive Analysis Insights
- Building Functional Capabilities
- Bridging TAMPs and Software Providers
Read the transcript:
DISCLAIMERS: Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. GeoWealth has not been compensated for this communication. This is not an endorsement or testimonial of any product or service. The information provided in this blogpost is intended for general information and educational purposes only. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.
