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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 - June 11, 2020

Tegra118 Acquires Retirement Planning Fintech RetireUp

RetireUp enables dynamic client-advisor interactions on retirement income, bringing exciting new capabilities to Tegra118’s front office solution set.

News - September 15, 2020

Tegra118 Partners with Wealth Access to Amplify Digital Experiences for Advisors and Investors

Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning