Category: Business and Practice Management, Customer Relationship Management (CRM), Portfolio Risk Tolerance, Management Reporting and Rebalancing Solutions, Technology Support Services
Operational And Strategic Implementation Services
As Founder & President of RIA Oasis, Kristen uncovers the real-time hurdles advisors face when it comes to technology, integrations & workflow building. As a Technology Strategist & Speaker, Kristen works directly with advisors and planners to assess, research, & implement technology platforms. Her passion is uncovering business solutions by marrying tech with best practice initiatives.
Kristen’s career spans over 15 years in financial services, specializing in operational efficiencies related to technology & business infrastructure. From managing Operations of a now billion dollar+ RIA based in the Midwest to being an alumni member of the TD Ameritrade Institutional Operations Panel, Kristen uncovers the ever-changing tech landscape by being boots on the ground with a variety of influencers. She is now as an agnostic, strategic partner to tech vendors, RIA firms, Hybrid model firms, Financial Planning firms, Consultants & Custodians throughout the industry. To learn more, visit www.riaoasis.com
Description of Product or Service
Technology Research, Assessment & Recommendation Technol Optimization & Implementation Workflow Building