Alternative Universe · 2024-02-27 · 38 min
Episode 013: For years, advisors have relied on many third-party tools to solve specific client needs. However, this fragmented approach often leads to a disjointed user experience, with advisors juggling multiple logins and navigating different interfaces. Therefore, firms need a platform that allows them to take control of their data and innovation timelines. By centralizing data into one place, firms can create their unique Michelin-star experience for advisors and their clients. In this episode of Alternative Universe, Steve talks with Kyle Van Pelt, CEO at Milemarker. They discuss how advisory firms can create a unique and streamlined client experience. Kyle emphasizes the importance of using best-of-breed tools for solving client problems while centralizing the data into one platform the firm owns. The conversation also touches on the challenges and opportunities presented by the growing demand for alternative investments and the evolving expectations of the next generation of clients. Join us as we discuss: [03:01] - The complexity of wealth management and the need for specialized tools. [04:24] - What it takes to develop specialized tools for wealth management.
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