Canter ties the drops shown by his firm’s study to RIAs creating segmented strategies that may reflect a rising use of automation. “The study found that 41% of RIAs are considering or already using a digital solution; 33% are looking to implement a digital solution in the next 18 months.” Fidelity’s definition of “digital” was broad and used companies as diverse as Envestnet Inc., Trizic,…
FIS has integrated powerful technology from innovative FinTech startup Trizic into its wealth advisory solutions to help financial institutions provide low-cost, powerful advisory capabilities for smaller balance accounts.
Trizic is an exemplary case of continuous integration and delivery. I met with the CEO and CRO of the company to discuss life at Trizic in detail and shed some light on the upcoming plans of the executives.
