Posted 6 days ago
Dispatch
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Salary: not listed by employer
Typical pay for tech professionals in United States: $105,210–$171,980 a year Official statistics
Residency timeline: not in our data yet
Work language: likely English (posting is in English)
About Us
The financial advisory industry is a $80T market in the US, but has seen little technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). Client data management is a universally painful and expensive problem for financial advisors. Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business. Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems. Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations.
W…
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