Glad I stumbled onto this thread - thanks for the invite @Efi!
There is an obvious mass migration from traditional wealth management towards digital advisory solutions. It seems as though there are more and more B2C products coming to market each month (we're even starting to see some saturation in the market). While the amount of different products proliferates and starts to differentiate (in order to survive), there is an ever increasing need for dynamic brokerage solutions to power these digital products.
As a full-carrying broker dealer, we noticed the need for a digital wealth management solution, and recently released our managed accounts API. Some of you may have seen us demo these APIs at Findevr in Santa Clara earlier this month.
I would love any feedback or questions you may have, and am always open to discuss!