Modernizing Wealth Management’s Data Infrastructure with Kyle Van Pelt

The market is flooded with financial data. Firms are sitting on goldmines of information, yet most are not deriving maximum value from it. To unlock this value, data integration is key. It enables different systems, including those used by advisors and their clients, to communicate with each other. By having all of the data centralized in one place and accessible by all relevant systems, firms are able to gain a holistic view of their clients and their portfolios. Only then can they deliver truly excellent customer experiences.

In this episode, Tommy talks with Kyle Van Pelt, CEO at Milemarker, an Integration as a Service (IaaS) company that delivers a fully-managed data integration platform for financial services companies. Prior to joining Milemarker, Kyle held leadership positions with several advisor tech companies, including wealth management platform Skience and risk management software Riskalyze.