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George Tamer

George has spent his career helping wealth management firms use technology to achieve their strategic objectives. He has a track record of delivering positive results through partnering and collaboration with clients and prospects. Prior to joining us, George was managing director at TD Ameritrade Institutional where he led the sales,  relationship management and technology consulting teams. 

Blog Feature

Financial Advisors  |  Financial Technology  |  Technology  |  Wealth Management Technology

Fintech for RIAs: Elevating Client Experience

Nowadays, RIA clients expect to use technology when working with financial advisors. Having a superior digital experience is a significant differentiator for firms. 

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