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Data and analytics

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Jed Maczuba

Jed Maczuba

An inside look at our Engineering team

May 13, 2022

SaaS | Data and analytics | Technology

Illustration of wealth data.

Jed Maczuba

The future of wealth data

March 31, 2022

Data and analytics | Technology | Wealth management

Illustration of data

Jed Maczuba

Featured webinar: The Future of Wealth Data

February 23, 2022

Data and analytics | Technology | Wealth management

Illustration of UMH

Michele Doyle

Developing our unified managed household view

November 29, 2021

Data and analytics | Technology | Wealth management

An illustrated email and open software window.

Darren Tedesco

What is WealthTech software “integration”?

October 27, 2021

Data and analytics | Productivity | Technology

Desktop and mobile devices showing unification

Jennifer Sawan

ThinkAdvisor’s LUMINARIES class of 2021

September 15, 2021

Insurance | Data and analytics | Revenue

A computer screen and monitor are illustrated between blue gear icons in the foreground and background.

Jed Maczuba

The realities of build-buy-integrate

April 8, 2021

SaaS | Data and analytics | Technology

Five bar graphs with an illustrated butterfly in the right foreground.

Richard Napolitano

Digital transformation and the paradox of choice

January 11, 2021

Data and analytics | Transformation | Wealth management

An illustration with a pie chart, calendar, and web page in the forefront with a gray bar chart in the background.

Darren Tedesco

2020: A year in review through the lens of data

December 30, 2020

Data and analytics | Productivity | Wealth management

An illustrated server stack

Alex Cunningham

The importance of protecting your enterprise data

October 8, 2020

Data and analytics | Technology | Enterprise security

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

Jed Maczuba

How WealthTech integration captures data’s power

September 10, 2020

Data and analytics | Technology | Wealth management

A collage with a pie chart in front, flow charts with an upward arrow at left, and a bar chart in the background.

Darren Tedesco

Major trends in WealthTech

June 11, 2020

Data and analytics | Technology | Wealth management