In|Vest West 2018

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in|Vest West Demos

Established in Sydney in 2013 and now also operating in the US and Europe, Practifi aims to deliver a new form of technology platform for advice businesses to run the whole organisation, not just part of it. This is a business management system that extends across an enterprise. Leveraging Salesforce as a platform for infrastructure and security, they have added 115 customer objects which can be deployed to meet a range of customer needs. The service is designed to accommodate multi-d

Ian McKenna

Ian McKenna

Littlefund - Targeting Generation Alpha

Littlefund - Targeting Generation Alpha

Day 2 at InVest West kicked off with Mimi Chan discussing her new gifting platform - Littlefund. Mimi who is currently heavily pregnant founded Littlefund in 2018.  The platform provides a new way of saving for millennials, which is designed to help them save for their children, the so called Generation Alpha and their future. Littlefund is a platform which allows family (via the family account) and friends (via the gifter account) to start saving for multiple goals in their GenA child

Jason

Jason

 

Why Personal Capital's hybrid advice model succeeds

At the first main session of the opening day of Invest West 2018, Suleman Din, technology editor of Financial Planning magazine had a fireside chat with Personal Capital CEO Jay Shah on how the company is progressing. This provided a fascinating snapshot of perhaps the most successful hybrid advice firm operating today. Shah highlighted that the firm has been a hybrid adviser from the start. Beginning in San Francisco, where I remember my first meeting with Shah and Personal Capital founde

Ian McKenna

Ian McKenna

 

Financial Engines - the elephant in the room

Positioned as the elephant in the room at Invest West, Ric Edelman (Edelman Financial Services) and John Bunch (Financial Engines) discussing how they have joined forces to build the USA’s largest RIA advice service. Self-proclaimed as the first of the robo solutions in the market, the proposition was built to help shift workplace 401K pensions from DB to DC plans and to help with fund selection and rebalancing.  330 registered financial advisers are currently serving more than

Jason

Jason

 

Fidato Wealth and Facet Wealth – a case study in migrating clients’ who no longer fit the profile of a fiduciary firm

How should an advisor with a fiduciary duty to their clients’ address client’s who no longer fit within the optimal client profile of the advisor firm? Facet Wealth has created a novel way to help advisor firms with clients who are no longer in their core customer segment by buying part of a firm’s book so the vendor can focus on growing their core target audience. Facet was established early 2016 when co-founder Anders Jones was motivated to find a solution to help the 8 million househol

Ian McKenna

Ian McKenna

 

MoneyLion - helping consumers better manage their money

Day one at InVest West, Bradley Leimer the Co-Founder of Unconventional Ventures talks to MoneyLion founder Dee Choubey. Founded in 2013 MoneyLion is a financial services app designed to help consumers better manage their money.   Their objective is to better understand personal finance using advanced technology in order to help cater to the 90 million Americans who struggle with their finances. Dee Choubey, CEO describes themselves as a one-stop shop for financial needs. To date, they

Jason

Jason

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