As wealth management firms have scaled for growth over the years, many have accumulated numerous best-in-class technology solutions. That has resulted in unwieldy tech stacks, too many vendors, and disconnected systems. Join FactSet VP of Wealth Product Development Dan Vento and his guest, Greg King, FactSet Senior Director, Head of Wealth Management, for their discussion on streamlined tech for financial advisors and clients, the new potential for private market investments, and the use of AI to deepen client relationships and grow net inflows.  This episode was recorded on October 17, 2025.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet.© FactSet Research Systems Inc. All rights reserved.

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