The Data Gap In Wealth Management | Marla Sofer & Vineet Mohan | Advisor Ally Podcast 07
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The Data Gap In Wealth Management | Marla Sofer & Vineet Mohan | Advisor Ally Podcast 07
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About this listen
In the wealth management space, advice is everywhere, but understanding is rare.Most advisory platforms today are powered by backward-looking data: portfolio balances, transactions, and risk scores. These inputs make sense to systems, but not to people.Marla Sofer sees the blind spot. She started as a financial advisor, then spent over a decade inside the operating cores of JP Morgan and BlackRock. She’s helped scale product and partnership teams inside Microsoft. Today, she’s building Knowmee, a company that operates on a simple premise:
If you want to give better advice, you need better data. And not just more of it, more human data.
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