The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz.

Meet Our Guest Mark Swan is co-founder and CEO of Nevis Wealth, an AI platform for wealth management that automates the administrative workflows that consume most of an advisory team’s week. Before founding Nevis, Mark and his two co-founders were executives at Revolut, where they helped scale the company to a $45 billion valuation and […]

The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz.

The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz.

Meet Our Guest On this episode of WealthTech Today, I’m joined by Alex Farman-Farmaian, co-founder and CEO of Compound Planning, a firm that unites human advisors with AI to deliver a modern family office experience at scale. Alex started his career on the sales side of B2B software and spent years in software businesses before […]

The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz.

The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode takes a deep dive into MCP servers in wealth management with Jeremi Karnell, former head of data at Envestnet and former CEO of Truelytics, and Anand Sheth, former founder and CEO of Pulse360 and a former advisor. After leaving Envestnet, Jeremi built WealthMCP.ai, a directory that has grown from about […]

The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz.