Fintech Impact

Jason talks to Lori Weir and Jeff Harvie. They are going to specifically talk about how they have helped advisors and firms deal with implementing new systems to help them better support themselves in this new regime CFR. Lorie started the company in 2015, and they set out to help investors feel more confident that they were invested in products that met their risk tolerance and financial goals.Episode Highlights:4.04: CFR is one of the biggest regulatory changes we have seen probably in the last 20 years, says Jason5.28: When we looked at the opportunity with our platform or open architecture, the way we use data, we looked at the CFR requirements and said we could help firms scale the requirements so that they can demonstrate that they're meeting the obligations, says Lori.13.21: There are so many permutations around selecting equity, and that really falls into what the role of the advisor is now, says Jeff.23.01: One of the things that we have proven out in the last 12 months is that we can prototype