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Unlocking Advisor Efficiency: The Qdeck and AdvizorStack Partnership
Oct 26, 2023

AdvizorStack, a visionary player in the financial technology sector, is proud to unveil a revolutionary solution designed to empower financial advisors in today’s dynamic landscape. Focused on breaking down technology barriers and turning them into steppingstones towards success, AdvizorStack is set to redefine the way advisors navigate the digital age.


In the fast-paced world of fintech, a glaring challenge for financial advisors has been the lack of an affordable platform for trading advisor-driven portfolios. Recognizing this need, AdvizorStack has introduced a game-changing solution.


Paul DeMaio, CEO of AdvizorStack says “This solves a huge need in the space for advisors that want to have the ability to create their own portfolios, create rebalancing rules at the model and individual account level.”


AdvizorStack has selected Qdeck as its primary advisor portfolio manager sleeve, and it now comes as an integral part of the initial purchase of AdvizorStack. This strategic alliance equips AdvizorStack clients with an institutional-grade trade order management system that is agnostic to custodians. This greatly simplifies an advisor’s investment process through one centralized platform.


Jagdeesh Prakasam, CEO of Qdeck.ai Stated “For over 60 years financial advisors have seen only incremental improvements in technology offerings. Finally, Qdeck.ai and AdvizorStack have teamed up to deliver a digital framework for financial advisors that captures the ethos and expectations of the next generation of advisors and their clients.”


Nico DeMaio, President, and Founder of AdvizorStack, added “What interested me was the use of generative AI to allow models to create their own weightings, drift thresholds and truly made the advisors life easier. As the next generation of advisors continue to prepare for the great wealth transfer, tools like this are going to be the difference in recruiting advisors and keeping assets at your firm.”


About AdvizorStack:

AdvizorStack was conceived by advisors, for advisors, with the mission to provide an Outsourced Chief Technology Officer for the everyday Registered Investment Advisors (RIA). Historically, only larger firms possessed the capability to craft unified experiences and dashboards. However, AdvizorStack extends this capability to the everyday advisor by creating institutional level contracts and hand selecting vendors to fit the firms’ specific needs. As for financial advisors, AdvizorStack recognizes the challenges of breaking away from the norm and selecting the technology that aligns with your needs.


AdvizorStack is the one stop solution for you to create a wirehouse type home office. Offering support during advisory transitions and handling the implementation and onboarding of advisors onto their new technology stack. We pride ourselves on being your firm’s back office and solving any problem that you present us with to improve you and your end clients’ experience. We stand at the forefront of empowering advisors to thrive in an evolving landscape, leveraging technology to transform obstacles into your success.


About Qdeck:

Qdeck, an innovative FinTech company, harnesses the power of generative AI and investment management technology to empower Registered Investment Advisors (RIAs) in enhancing their clients’ digital experiences while seamlessly managing their portfolios. Our Qdeck platform, developed over the course of four years and recently introduced to the market, boasts a robust suite of features including real-time access to financial data, advanced financial simulation and reporting tools, an AI-driven chat interface providing actionable insights, customizable compliance-friendly content, comprehensive client account management, and a fully tailored client portal. With the Qdeck model library at their fingertips, RIAs can effortlessly incorporate advanced portfolio overlays or develop their own custom Robo-advisor, all for a flat subscription fee. Discover more at www.qdeck.ai.


AdvizorStack and Qdeck will be discussing generative AI and how AI tools will continue to change the way Financial Advisors do their job on the Adjusted for Risk Podcast November 6th. For more information on AdvizorStack, please feel free to contact the AdvizorStack team at info@advizorstack.com or visit our website at www.advizorstack.com or www.Qdeck.ai.

By Nico DeMaio 09 Jul, 2024
By Nico DeMaio - July 08, 2024 In today’s competitive financial advisory landscape, Registered Investment Advisors (RIAs) face the dual challenge of expanding their practices while managing operational complexities. One of the most significant hurdles they encounter is maintaining high service levels amidst rapid growth. By strategically leveraging technology and outsourcing non-core tasks, RIAs can streamline their operations, alleviating these complexities and enabling them to concentrate more on client relationships and business development. This approach not only enhances operational efficiency but also significantly boosts the valuation of their practice, allowing advisors to focus on what matters most: their clients. Read More
04 Jun, 2024
WSR Inaugural List Of Leading Next Generation Professionals Recognizes Executives From AdvizorStack, Diamond Consultants, LPL, Stratos And Berkshire Global Advisors. By Chris Latham - June 4, 2024 In the past, Next Gen recognition lists have focused mainly on financial advisors. And while advisors are quite deserving of those honors, in a lot of ways the advisor population demographically reflects the broader industry population – from home offices of RIA and independent broker-dealer enterprises to executive teams at third-party solutions providers. So any discussion of Next Gen leaders ought to consider how the full ecosystem of the wealth management industry interconnects across this larger landscape. Furthermore, just as long-established veteran financial advisors must engage in succession planning on behalf of their clients and colleagues, so must the management teams of forward-thinking organizations. Therefore, when we think of Next Gen, we are looking for the rising talent of today who can steward the industry into tomorrow. Our inaugural edition of the invitation-only NEXT 5 features leaders who have distinguished themselves throughout their careers, which are still very much in progress, by demonstrating exceptional drive, vision and the ability to inspire others to achieve positive change at their organizations. We congratulate them on their accomplishments, which we have summarized below. Here are the winners, presented in alphabetical order. Nico DeMaio, President, AdvizorStack Nico DeMaio is President of AdvizorStack, a consultative outsourced CTO that provides customized technology stacks for RIAs. Its solutions encompass client onboarding, billing and reporting, trade and order management, financial planning, research and analytics, as well as CRM. The 30-year-old is a Pittsburgh native and University of Arizona Eller College of Management graduate. DeMaio had a passion for finance and technology at a young age. He started his career at Charles Schwab in 2017, where he was Head Junior Advisor for a $3 billion practice. Moving on to TD Ameritrade in 2018, DeMaio started his own book of business in Silicon Valley, where he oversaw more than $750 million in assets. As a top performing Senior Financial Consultant at TDA, DeMaio saw the need for technology in an industry that he felt was significantly lacking innovation. From 2020 to 2022, DeMaio worked at the wealthtech platform Amplify, where he served as Relationship Manager. He oversaw growth from $400 million to $6 billion in 18 months. In December 2022, DeMaio launched AdvizorStack with his father, Paul, who serves as CEO and Managing Partner. Nico DeMaio brings his expertise in financial planning, technology and relationship management to building and growing a company that he strives to be recognized as “truly for advisors, by advisors.” AdvizorStack has grown over 300% since the start of 2024. Read More