"Behavioral management can now be infused into the DNA of an advisory firm." Leon Morales, DNA Behavior

"Expanded possibilities come into play when you start to digitize things and put it up into a global transport layer, what we refer to an internet of money." JP Thieriot, CEO, UPHOLD

"Its enhanced risk analysis based on facts, not just feelings." Larry Shumbres, CEO, Totum Risk

"True comprehensive wealth management makes a strong, vital connection across the whole HNW family creating a strong epoxy for the wealth management firm and its relationships." Nick Gregory, CEO, Financial Engineering Instit