Today’s episode was recorded at MarketCounsel Summit 2022. Listen in as Three Crowns CEO and Founder Johnny Sandquist talks new tech with Anthony Stich, Chief Revenue Officer at Entrustody, and Aaron Brodt, CEO of Amplify.
With the possibility of a recession looming larger and larger, 2023 has both advisors and investors on their toes. A herd of new tech companies is galloping onto the fintech scene to help advisors navigate what is almost definitely going to be a tumultuous year.
One of these new companies is Entrustody, a digitally native custodian focused on empowering advisor efficiency through its language processing system. Virtual Entrustody Assistant, or VEA, completes mundane advisor tasks, such as moving money into a client’s account, through simple typed instructions.
“Our goal is to offer truly meaningful bidirectional integrations with the technologies that advisors know and love,” Stich explains. The reduction in keystrokes and clicks works to reduce errors and free up advisors to spend more time in front of clients…
