may be a new platform, but we are already making an impact in the industry. Read more about what other industry experts are saying.

Top Tech Rollouts, Trends From T3

If you want to know what future technology tools and applications you and your custodian or broker-dealer will be using to help you deliver advice, there is no better place find out than at the T3 Advisor Conference, which took place Jan. 29-Feb 1 near Dallas.

Kicking off the conference was charismatic entrepreneur, technologist and innovator Oleg Tishkevich. Fresh out of Envestnet after selling his Finance Logix financial-planning software company to the mega-turnkey asset management program provider several years ago, Tishkevich took center stage to reveal his latest venture:

“Just like when the industry migrated from DOS to Windows and had to re-architect everything, the time is now for firms to move to the cloud in order to take advantage of all of the benefits that the cloud delivers in terms of efficiencies, scale, cost savings, integrations, security and flexibility,” he said in his keynote address.

By the cloud, Tishkevich means not just throwing your existing applications and systems into a hosted environment — a “cloud-based” approach — but completely reconfiguring complex systems to become “cloud-native,” which is a much more robust and nimble way to take advantage of the latest innovations in cloud technology.

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Tapping the Cloud

Tishkevich, founder of FinanceLogix which was bought by Envestnet in 2015, started the conference off with a presentation on his second venture called

Realizing broker-dealers can’t get to the cloud with all their encumbrances, he aims to bring the cloud to them. Oleg’s new consultancy utilizes a new technology called “cloud-native.”

“Twenty percent of developer’s time spent on customizing and maintaining APIs, and that’s just becoming more-and-more challenging. Entrepreneurs want to be different – how do you create a system to satisfy not just the majority, but the absolute?”

The first BD client is already signed, Tishkevich says. The company is planning an April beta release with 14,000 users.


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T3: Riskalyze Cozies Up To Financial Planning, Launches

The former CEO of Finance Logix officially launched a cloud-native software consulting firm, while Riskalyze debuted new Timeline feature.

Kicking off the second day of new advisor technology, former Finance Logix CEO Oleg Tishkevich’s latest venture, an advisor-focused cloud-native software development firm called, officially launched this morning at T3 in Denton, Texas. The launch was followed by Riskalyze CEO Aaron Klein rolling out “Timeline,” a feature designed to make Retirement Maps and outside financial planning software work even more closely together.

Drawing analogies to football, a multi-sun universe, and Marvel’s Avengers superheroes, Tishkevich said the strategy of using APIs to solve problems in financial technology is becoming overwhelming and advisors are struggling to complete the last drive into the endzone.

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Founder of Finance Logix Launches New Tech Consultancy

Oleg Tishkevich, Envestnet obligations complete, embarks on a new cloud-oriented endeavor.

A well-known tech expert from the advisory world has returned to independence, launching a new consultancy to serve the needs of big incumbents and smaller FinTech firms alike in reinventing themselves as cloud natives.

Oleg Tishkevich has launched a new software development consulting firm called The firm aims to help financial institutions supporting financial advisors and “vendors creating wealth tech software solve their complex systems architecture problems.” Joining him is Ryan Reineke, former COO and CTO of broker/dealer Cambridge Research, and others.

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Introducing the Launch of – Cloud Enablers for Wealth Management

Innovative software development consulting firm and platform founded by industry veteran, Oleg Tishkevich and an elite team of Cloud technologists, will help financial organizations modernize their advisor technology stack, a new software development consulting firm, announced their launch today. The firm was designed to help financial institutions supporting financial advisors and vendors creating wealth tech software, solve their complex systems architecture problems. has created a new software development model that will help organizations streamline their technology infrastructure, legacy systems, simplify API’s, and integrate silo’d applications and systems. is led by the former COO & CTO of leading B/D Cambridge Research, Ryan Reineke. Reineke has leveraged his 18 years of industry experience to define a solution that will transform the financial services space. The team consisting of over 30 Cloud experts led by CISO Mike Perlov, former CISO for the Olympics, have successfully implemented large scale Cloud deployments, enabling the firm to assist clients on a vast scale with speed to market.

“The industry is at a crossroads,” said CEO Oleg Tishkevich. “Fee compression, the war for advisor talent, new technology competitors, rapid regulatory change and a more demanding end-client is putting tremendous pressure on firm’s technologies and infrastructures to respond. So much so, that the rate of change is now exceeding the organization’s ability to keep up.”

Tishkevich continued, “The good news is that with new advancements in Cloud-native technologies, these challenges can be solved. We see a tremendous opportunity to apply our decades of experience innovating fintech to help solve these challenges for the major independent broker-dealers and large RIAs.” provides a powerful resource to help firms supporting large numbers of advisors unify their systems and applications into a connective and operationally efficient Cloud platform. Working with delivers powerful and transformational business benefits:

  • Security – Lock down the firm’s software and protect client data
  • Adaptability – Accommodate firm’s specific needs and business requirements through the dynamic configurability of the platform
  • Choice – Easily integrate any third-party application for financial planning, CRM, reporting and more to delight advisors by accommodating their preferred applications
  • Scalability – Instantly be able to support thousands of advisors as your business grows
  • Speed to market – Respond to advisor and client needs with new products, applications and services leveraging Invent’s nimble, efficient and unified Cloud development architecture and methodology
  • Operational Efficiencies – Eliminate manual workarounds and automate workflows to streamline organization’s business processes and drive advisor productivity

Additionally, provides third party vendors and applications a unique opportunity to easily embed relevant functionality of their applications into Invent’s enterprise clients’ platforms serving thousands of advisors. Through the connective Cloud architecture most complex integration challenges across legacy and 3rd party vendor systems can be addressed providing a much more robust and consolidated experience to the users.

There is a tremendous opportunity for the third-party vendor community to be able to grow their user base through As part of’s mission to provide a complete fintech development methodology, a solution has been designed to provide a simple, yet effective way to support individual advisor’s choice for the various CRM, financial planning and reporting applications they prefer.

“We’ve worked with just about every application in the industry through the years, so we have deep relationships with all of the key decision makers at all of the leading technology companies, and as a result we have been extremely pleased with the very rapid acceptance of within the vendor community,” said Ryan Reineke, COO of”

“Many firms are eager to implement new technology but do not have the resources to do so at an efficient pace,” said Stephen Langlois, head of business development at eMoney Advisor, a leading provider of planning-centric wealth management solutions. “ builds a bridge between firms and tech vendors that expedites implementation and delivers value more quickly to all stakeholders. We look forward to integrating eMoney into more firms thanks to this new ecosystem that has created.”

To learn more about the launch of, join Tishkevich and Reineke at the upcoming Technology Tools for Today (T3) conference to be held January 29 – February 1, 2019 in Denton, TX. is the platinum sponsor at T3 and will be presenting during the flagship keynote session kicking off the conference on January 30, 2019 as well as hosting attendees in an interactive exhibit booth where advisors and executives can “Invent With Us” in an interactive video display.

About brings a unique combination of experience, domain expertise, design and technical implementation, combined with broad connections throughout the industry. Currently serving multiple broker-dealers with over 14,000 users, is rapidly becoming the industry standard for fintech development. Founded by Oleg Tishkevich, former CEO of Finance Logix, an industry-leading financial planning software platform recently acquired by Envestnet, is leading the charge to transform the industry to scale businesses to capture the trillions of dollars of opportunity in wealth management.

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