NEW HOPE, PA — August 6, 2024 — EVO Wealth Consulting (EVO) introduced the Wealth Technology Solution Guide, created in partnership with 22 leading wealth technology providers including FCI. This initiative aims to help financial advisors, RIA firms, and broker-dealers navigate the expanding landscape of wealth technology.
EVO’s guide offers clear, concise educational content explaining the functions and implementation of various solutions within advisory firms. The content addresses the challenges of adopting new technologies and integrating them into existing processes.
The 22 featured firms, selected for their innovative solutions and commitment to client service, span the entire wealth management technology spectrum. FCI is featured in the Data and Cyber category alongside Buckler, Dispatch, and JIFFY.ai.
Mike Casciano, Founder and President of EVO, has extensive experience from his roles at BlackRock and Principal Asset Management. “The demand for comprehensive, customized technology education was clear,” Casciano said. “EVO was founded to meet this need.”
About EVO Wealth Consulting
EVO Wealth Consulting was founded to fill the unmet need of holistic technology and client service process consulting for wealth managers with a focus on $1B+ RIAs. EVO combines two decades of broad asset and wealth manager experience with thousands of advisor engagements and conducts continuous due diligence across the entire technology stack.