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Empowering Advice Through Technology (#EATT19) Disturbance Demo: EXO Investing

Nikolai Hack, COO at EXO Investing showcases their client platform which won Best Digital Wealth Manager and Most Innovative Product of the Year at the 2018 AltFi Awards, was named as a finalist for “Fintech Innovator of the Year” at the Techies and was selected to the Wealthtech 100 for 2019.

The demo highlights their modular automation solutions which are applied to the entire value chain, from onboarding to trade execution and everything in between. This is a fully digital, end-to-end wealth management solution that can be used by advisers to divert the hours and money spent on operational overheads directly into the parts of their business that truly matter; offering first-class financial advice and strategy to their clients.

About The Author

Robert Quartey

With a Biological science degree, Robert joined the Financial services industry in 2014. Whilst sourcing and managing the IT estate for a Financial Advisory Firm, Robert has acquired a deeper working knowledge of Fintech and the management skills that are required for organisational change. Robert joined FTRC in June 2018 and works alongside Adam with research on protection and Adviser Software. Outside of work, Robert loves keeping active, watching pretty much every sport known to man and follows Manchester United Football Club.

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