Software developer creates consulting group to serve users

Suzanne Siracuse, Tim Welsh part of team to help advisory firms maximize new tools

Aug 26, 2019 @ 5:46 pm

By InvestmentNews, a Seattle, Wash.-based company developing cloud-native software for the wealth management industry, has created a consulting group to help advisory firms, their advisers and their clients maximize the enterprise value of its tools.

[More:InvestmentNews CEO and publisher Suzanne Siracuse resigns]

The group, called Invent Elite, includes former InvestmentNews publisher Suzanne Siracuse, Tim Welsh of Nexus Strategy, Gavin Spitzner of Wealth Consulting Partners, and consultants Brian Bleasdell and Mark Hollingsworth.

"The Invent Elite consulting platform is intended to help companies maximize adoption and realize the benefits of the latest technology through business strategy, operations, client experience, marketing and public relations consulting advice, implementation and support," said Oleg Tishkevich, the firm's founder and chief executive.

The firm has created a new software development model using a cloud-native approach to help wealth management organizations transform legacy systems, simplify API's (application programming interfaces), and integrate siloed applications, it said in a release. The term "cloud-native" is used to describe technologies that are used to develop applications built with services packaged in containers, deployed as microservices and managed on an elastic infrastructure.

[More:Advice industry leaders focused on improving the digital client experience]

Mr. Tishkevich is the former CEO of Finance Logix, a financial planning software platform that was acquired by Envestnet.

"Part of what I hope to do as a member of the consulting team is help firms find ways to maximize their value proposition in the marketplace by packaging and promoting the new technology," said Ms. Siracuse, who is now a consultant to the wealth management industry.

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