Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.

The AI program, Lydia, was developed with Alai Studios to help advisors connect with clients emotionally.

ROffice is similar to other freelance services marketplaces out there, such as Fiverr or Upwork, but it’s specific to the financial services industry.

More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it.

The financial technology platforms cited inflation and other factors for the recent increases.

Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’