Podcast: Play in new window | Download

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.

Summary:

Advisors, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack?

In this episode, Matt Halloran talks to Rusty Sommer, CAIA, CTFA, managing director – strategic partnerships at Flyer Financial Technologies. Rusty talks about innovative trading and portfolio management technologies that can help advisors and asset managers better serve their clients and scale their businesses.

Rusty discusses:

• How Flyer Financial Technologies’ cloud-based solution improves your investment process
• Major Fintech trends every advisor should know about
• How advanced tech stacks help you spend more time on client relationships
• How to remain technologically relevant for years to come
• And more

Resources: 

• PodRocket Academy (Join for free!)
• Visit Restream to claim your exclusive offer!
• Redtail
• Salesforce

Connect With Rusty Sommer:

• Rusty.sommer@flyerft.com 
• Flyer Financial Technologies
• LinkedIn: Rusty Sommer

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Rusty Sommer has spent his career delivering technology solutions. He started his career in retail wealth management and moved into institutional trading. After five years consulting for large asset and wealth managers around technology and process improvement, Rusty went on to lead investment product management at Assetmark. He has held other senior roles at National City Bank, PNC Bank, FolioDynamix, and Investedge, bringing strong domain understanding of the full investment management lifecycle.