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Forbes: Wealth Management Tech In An Age Of Disruption: A Q&A With Tegra118’s CFO

September 21, 2020

Forbes: Wealth Management Tech In An Age Of Disruption: A Q&A With Tegra118’s CFO

September 21, 2020

From the need to shore up retirement income to embracing sustainability through environmental, social, and governance (ESG) funds, there are plenty of ways the wealth management industry has had to adapt to market trends. Fintech platforms have helped financial advisors keep pace, designing more customized strategies for investors. I recently spoke with Andrew Schwartz, the CFO of one of those platforms, Tegra118. We discussed broad issues in the “wealth tech” space, but also touched on Tegra118’s strategy as a pioneer in this field. Andrew’s insights are relevant not just to finance professionals in wealth management and fintech, but in all industries where disruption is driving a need to grow and offer new solutions.

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News - March 12, 2020

Tegra118 Wins BISA’s Technology Innovation Award

WARREN, N.J.–(BUSINESS WIRE)–Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, announced it received the 2020 Bank Insurance & Securities Association (BISA) Technology Innovation Award for its managed account technology and front-office financial planning and advice platform. The award recognizes leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation.

News - February 19, 2020

After Fiserv sale, Cheryl Nash’s team rebrands as Tegra118

Source: Investment News