(Daily Journal Online) - End of life planning can now include what happens to you social media accounts when you die. CBS2's John Dias explains.
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By John Dias - CBS 2
May 15, 2023
The TAMP marketplace has reached critical mass, but Kyle Fleming, Director of Product Strategy at SS&C Black Diamond Wealth Solutions, says the story is far from finished. The next phase moves beyond simple outsourcing to something more sophisticated: a mosaic approach that lets advisors retain control while gaining operational leverage. Fleming explains how firms can scale personalized service across generational households without adding headcount—and why workflow, not technology features, determines success.
Envestnet doesn’t fit into traditional TAMP categories anymore. Over two decades, the company has transformed from a closed-architecture service layer into an open, integrated technology platform. Blake Wood, Head of Platform Strategy, explains how Envestnet now delivers tax-aware trading, AI-driven data intelligence, and personalized portfolio management at scale—while giving advisors more time with clients thank to less time managing systems.