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What if your tech could read your client’s mind?

In this episode, Rusty Sommer interviews Kartik Srinivasan about the technologies that are reshaping financial advising. They explore how advisors are navigating increasingly complex wealth structures, the role of AI in enhancing client relationships, and what the future holds for advisor-led innovation.

Kartik and Rusty discuss:

  • (00:01:29) Tools supporting advisors in managing complex portfolios
  • (00:02:40) Approaches to consolidating non-standard assets like real estate and esoteric passion assets
  • (00:04:35) How evolving platforms align with broader advisory strategies
  • (00:09:21) Major trends, including generational wealth transfer and alternative investing
  • (00:17:40) The growing role of AI in modern financial advice
  • (00:25:34) Current challenges in fintech integration and where the industry is heading

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About our Kartik Srinivasan: 

Kartik Srinivasan is a seasoned financial technology executive with over 20 years of experience in the wealth management industry. He currently serves as President of Advyzon Institutional, a division of Advyzon dedicated to supporting financial advisors who work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Kartik joined Advyzon in 2024 to lead the development of innovative tools and services tailored to the complex needs of these advisors and their clients.

Before joining Advyzon, Kartik spent more than 12 years at Morningstar, where he played a major role in building portfolio management systems. He later served as Managing Director of Third-Party Integrations and Partnerships at Charles Schwab, where he helped oversee the integration of TD Ameritrade Institutional into Schwab Advisor Services.

He holds a BBA in Finance and Economics from the University of Wisconsin–Madison and an MBA in Strategy, Entrepreneurship, and Economics from the University of Chicago Booth School of Business.

Outside of work, Kartik enjoys traveling, skiing, and hiking with his family.