What You Need to Know
- Riskalyze added Tricia Rothschild, a 26-year Morningstar veteran, to its board.
- Redtail Technology has enhanced its Redtail Speak texting and chat platform for financial advisors.
- Fintel.io added advanced analytics to examine unusual stock options data.
Riskalyze has added Tricia Rothschild, who spent 26 years at Morningstar, to its board.
Rothschild most recently served as president of Apex Fintech Solutions and, prior to that, completed her tenure at Morningstar as its chief product officer and co-head of global markets.
While at Morningstar, she launched and headed its equity research business.
Rothschild is vice chair of the CFA Institute Board of Governors, serves on the board of Financial Fitness Group and serves on the advisory board of The TIFIN Group.
Riskalyze also added Laurie Schultz to its board as chair in November. She brings more than 30 years of experience helping to guide technology firms, including Galvanize, Intuit, Sage and TELUS. She became Canada’s first CEO to lead a technology company to unicorn status as head of Galvanize, Riskalyze said.
In addition to Schultz and Rothschild, Riskalyze’s board includes Aaron Klein, its CEO; Redtail Technology CEO Brian McLaughlin; and Hg’s Sebastien Briens, Max Dewez and Richard Earnshaw.
Redtail Expands Advisor Texting Platform
Redtail Technology has upgraded Redtail Speak, its compliance-approved, real-time communication platform for financial advisors, with enhancements it said Tuesday are focused on improving collaborative processes and accessibility, both for those who use Redtail’s CRM and those who don’t.
High demand from financial advisors for compliant text messaging options led the company to expand Speak’s breadth to include the entire financial advisory community, it said.
In addition to adding access to non-Redtail users, Speak’s latest enhancements provide efficiencies that it said “recognize advisors’ need for on-demand, real-time communication solutions.”