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In this episode of the Wealth Management Invest Podcast, host David Bodamer speaks with Cheryl Nash, president of APL at InvestCloud, about how wealth technology is evolving to support the next phase of managed accounts. Cheryl explains how platforms are moving beyond traditional investment strategies to focus on personalization, tax awareness and the integration of private markets into scalable portfolio solutions.
Cheryl also outlines how firms are working to bring private assets into the same framework as public investments, including the operational challenges of trading, rebalancing, and automation across large numbers of accounts. In addition, Cheryl explores how artificial intelligence is being applied to streamline workflows, improve data accuracy and enhance advisor efficiency, while emphasizing the growing importance of scalability as firms expand and client expectations continue to rise.
Key takeaways:
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How platforms now rebalance thousands of accounts while supporting tax overlays and multi-asset portfolios
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Why private markets are moving into managed accounts and the infrastructure required to support them
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How personalization has shifted from a premium offering to a standard expectation across client portfolios
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The role of AI in improving workflows, data reconciliation, and advisor decision-making efficiency
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Why scalability and integrated systems are critical as firms grow through M&A and increasing client demand
Connect With David Bodamer:
Connect With Cheryl Nash:
Resources:
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