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Financial Planning Blog

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Raj Madan

As CIO of AdvisorEngine, Raj manages all technology efforts that help run, grow and transform the AdvisorEngine solutions. Raj brings over 25 years of experience in the technology financial services industry in Wealth Management, Strategic Technology & Architecture, Treasury Services and Primary & Secondary Securities Market. Prior to joining AdvisorEngine, Raj was a Managing Director at Pershing’s BNY Mellon and managed the Common Services, Architecture and Innovation division. Along with managing many teams, Raj was the Pershing Digital Officer, a Technology Executive Committee member, and a Technology Priority Committee member. During his time in Pershing, Raj also created the Advanced Technology Labs that produced multiple innovations for Pershing solutions.

Blog Feature

Financial Advisors  |  Financial Technology  |  Investment Advisors  |  Technology  |  Technology Adoption  |  Wealth Management Technology

Where is the client in your digital wealth management plan?

There’s an innovation gap in wealth management, but not where you think.

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