Creating the Next Generation of Advisor Platforms with Jud Mackrill

Technology plays an important role in every industry, and financial services are no exception. With the growing demand for real-time data, personalized investment recommendations, and streamlined workflows, it's becoming increasingly important to have a robust and comprehensive platform that can efficiently manage and deliver the services clients need.

In this episode, Ryan and George talk with Jud Mackrill, Co-Founder of Milemarker, General Partner at Mammoth, and Advisory Board Member for LifeYield. Jud was introduced to financial services when he began working at Orion in 2004, where he served in several roles, including leading technology implementation. Through these roles, he gained insight into the advisor and the client's pain points. Today, Jud is well versed in helping companies dramatically increase value with his portfolio of experience and is passionate about modernizing independent wealth management and helping make private investment more accessible and transparent throughout the fast-growing Registered Investment Advisory (RIA) channel.