Thanks Ed,

I'd like to know who is pursuing BI and client-data to produce more optimal outcomes for private clients who cannot/or should not be conformed to a mass-produced model. We live in a world of smarter phones and medicine, customized burritos and sneakers, selfies; yet, fintech is often just scaling standardization, retrofit institutional solutions, and overly simplified product-centric advice. Finance has the opportunity to be the greatest 1:1 Enterprise of all-time as trillions in legacy assets transfer (lots of unique data/requirements and no real inventory or substitution constraints). Families deserve, require, and desire custom solutions shaped on unique quantitative, qualitative, and behavioral circumstances. Smart-decision support tools that help a human fiduciary efficiently deploy advice across ALL aspects of the integrated goals-based wealth management spectrum will truly be futuristic and differentiated!