This just in: CEO Chris Shuba in Financial Planning

In the ever-evolving landscape of financial technology, customization and tailored solutions are key drivers for success. As an ICIO, we prioritize customization and modeling elements in efforts to tailor complex solutions to each of our clients’ unique needs. Recently, our CEO and founder, Chris Shuba, had the opportunity to dive into the intricacies of our approach on the WealthTech Unwrapped podcast with Ned Phillips. The conversation delved into the core principles guiding our mission to provide a world-class asset management experience for the advisors we support.

Chris emphasized the importance of differentiation in the financial advisory space, stating, “There’s only a small number of diversifying aspects of an advisor these days, and one of them is ‘how do you manage money?’ and we believe very strongly that you can have world-class financial planning… you can also have that on the asset management side.” 

To hear more from Chris, listen to the episode in its entirety here: Discover how we navigate the ever-changing landscape of FinTech, staying true to our commitment to innovation, customization, and delivering unparalleled value to the advisors we serve.