Announcing AdviceCloud!

Today, we are announcing the start of AdviceCloud Financial Technology, Inc., a new fintech company that aims to help Financial Advisors integrate their software, tools, and data into a cohesive and collaborative user experience. AdviceCloud was founded on the premise that most software for financial advisors and wealth managers should work together, not isolate data into separate silos. Portfolio management, custodian data, household information, and new client prospecting are brought together from other software platforms into our easy-to-use application. We connect the dots between your custodian, CRM system, and other tools to give you a top-down view of your advisory firm's operations.

The connections that we are building in AdviceCloud are truly integrations, not just a single sign-on. We want to enable advisors to review, act, and update all from our platform. Meanwhile the actions and data performed inside or outside AdviceCloud can sync with other software you use. While some other software vendors may be close-minded for now, we believe that the world is moving to a more integrated and open model and we are excited to lead that charge.

AdviceCloud was founded by Davey Quinn, CFP® and Calvin Mlynarczyk, both of whom have several years of experience in the Financial Technology space. Davey also runs his own Financial Advice business. Our company advisors are Jim Kantowski, Graham Lennon, and Tim Rossell. Each advisor brings their unique skillset and perspective to the table. From Jim's experience building an advice business to Graham's portfolio management insights as the former Head of International Portfolio Management at Dimensional Fund Advisors to Tim's breadth of wealth management methodology as a former Head of Advice at Shadforth Financial Group.

We are targeting a public launch of our application in Spring, 2023. If you are interested in signing up for early access to AdviceCloud, please visit our homepage at www.advicecloudft.com.