Tech Talks Daily · 2026-07-07 · 25 min
Have you ever wondered whether the biggest competitive advantage in wealth management is no longer investment performance alone, but the ability to turn information into action faster than everyone else? In this episode of Tech Talks Daily, I welcome Bob Pisani, Chief Technology Officer at Addepar, a platform that helps investment professionals manage and analyze more than $9 trillion in assets globally. Our conversation explores why modern wealth management has become a technology challenge just as much as a financial one, and why firms that continue relying on fragmented legacy systems risk falling behind in an industry where speed, data quality, and client expectations are changing faster than ever. Bob explains how wealth advisors have historically spent far too much of their day moving between disconnected systems, stitching together spreadsheets, and trying to answer client questions using incomplete information. While that may once have been acceptable, today's investors expect near real-time visibility into their portfolios, along with personalized guidance that reflects rapidly changing market conditions.
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