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2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech.

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Jed Maczuba

Jed Maczuba is Senior Vice President, Chief Technology Officer at Advisor360°, overseeing global technology to ensure our long-term mission, vision, and objectives align with the technologies of our business partners and clients.

Jed Maczuba

4 min read

Enterprise-class software development for top wealth management firms

This is the third installment in a series about what it takes to build an enterprise-class software company. You cannot build an enterprise-class software company without enterprise-class software...

Technology Partner ecosystem Transformation

3 min read

An inside look at our Engineering team

I recently sat down with Keith Cline at VentureFizz to talk about Advisor360º’s Engineering team, our culture, and why now is the time to join. Tell...

SaaS Data and analytics Technology
Illustration of wealth data.

3 min read

The future of wealth data

Four data trends that will influence high-quality wealth management data Today’s enterprise-level digital wealth management firms must help their...

Data and analytics Technology Wealth management
Illustration of data

1 min read

Featured webinar: The Future of Wealth Data

See how wealth managers make faster decisions with accurate, up-to-date data

Data and analytics Technology Wealth management
A computer screen and monitor are illustrated between blue gear icons in the foreground and background.

5 min read

The realities of build-buy-integrate

Why developing software is hard business. Despite software engineering practices being around for over fifty years, the information technology (IT)...

SaaS Data and analytics Technology
A computer monitor with pages of information at left and right and an arrow moving across the illustration.

4 min read

How WealthTech integration captures data’s power

Holistic, integrated technology lets broker-dealers, advisors, and their clients share a common view of an entire book of business Data is the...

Data and analytics Technology Wealth management