{"id":7119,"date":"2025-01-20T16:55:42","date_gmt":"2025-01-20T16:55:42","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/behind-the-creation-of-a-digital-investing-platform-for-rias\/"},"modified":"2025-01-20T16:55:42","modified_gmt":"2025-01-20T16:55:42","slug":"behind-the-creation-of-a-digital-investing-platform-for-rias","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/behind-the-creation-of-a-digital-investing-platform-for-rias\/","title":{"rendered":"Behind The Creation Of A Digital Investing Platform For RIAs"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\/behind-the-creation-of-a-digital-investing-platform-for-rias\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\/behind-the-creation-of-a-digital-investing-platform-for-rias\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:160px;\"class=\"podcastdotco-player podcastdotco-player--episode\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/WhgL7YROpmw?enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In this Episode<\/h2>\n\n\n\n<p>Live From RIA Summit 2022 with <a href=\"https:\/\/www.linkedin.com\/in\/john-guthery-cfa-ab860910\/\" target=\"_blank\" rel=\"noreferrer noopener\">John Guthery, CFA<\/a> and <a href=\"https:\/\/www.linkedin.com\/in\/peter-brittain-95b29310a\/\" target=\"_blank\" rel=\"noreferrer noopener\">Peter Brittain<\/a> of <a href=\"https:\/\/fusioniq.io\/\" target=\"_blank\" rel=\"noreferrer noopener\">FusionIQ<\/a>.<\/p>\n\n\n\n<p>Today&#8217;s clients demand a digital experience from their RIAs that rivals that of the largest retail wealth management firms while offering the while glove approach the expect of a boutique shop.<\/p>\n\n\n\n<p>Hear how FusionIQ was born out of one firm&#8217;s desire to deliver on this promise for their own clients.<\/p>\n\n\n\n<p>Other Resources Mentioned In This Episode:<\/p>\n\n\n\n<p><a href=\"https:\/\/blog.blueleaf.com\/how-personalized-portfolios-powered-by-a-i-and-machine-learning-are-helping-advisors-attract-millennial-and-gen-z-investors\/\" target=\"_blank\" rel=\"noreferrer noopener\">How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors<\/a> &#8211; Runik Mehrotra and Samir Vasavada, Co-Founders of Vise share their vision for helping advisors attract and service the next generation of clients.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In this Episode Live From RIA Summit 2022 with John Guthery, CFA and Peter Brittain of FusionIQ. Today&#8217;s clients demand a digital experience from their RIAs that rivals that of the largest retail wealth management firms while offering the while glove approach the expect of a boutique shop. Hear how FusionIQ was born out of&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7120,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[61,51],"class_list":["post-7119","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-advisor-tips","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7119","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7119"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7119\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7120"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7119"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7119"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}