At the 2025 #SchwabIMPACT Conference last week in Denver, the spotlight was on leadership and innovation in #WealthTech - none more so than during this interview with Kartik Srinivasan, President of #AdvyzonInstitutional. In this article from Advisorpedia and Douglas Heikkinen, Kartik shared the vision and strategic thinking behind #Auria, Advyzon’s recently launched platform tailored for UHNW clients and #familyoffices, and offered a detailed look at how we're tackling the industry’s toughest challenges around wealth complexity, generational transitions, and the management of alternative assets. “We had to create a unique data model and architecture for the ultra-high-net-worth space. Many families have multiple generations, entities, and decades of wealth accumulation. Auria was designed to view that wealth not just across portfolio accounts, but across generations, relationships, and ownership structures.” Read the full article here: https://lnkd.in/g_P3NQXq #WealthManagement #Fintech #AlternativeInvestments #GenerationalWealth #SchwabIMPACT2025
"In an era when legacy systems struggle to keep pace with the rising expectations of sophisticated investors, the Advyzon Institutional team seems determined to deliver something enduring: a new definition of trust, simplicity, and insight in managing generational wealth." - great quote from the article, and we couldn't agree more!