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Fintech news from Envestnet, Fidelity, FLX Networks, Elements, and more

The company said Anderson has worked over the past two decades “to create operational solutions in the B2B software sector, and to improve operations.” At Elements, he is tasked with “developing and improving existing systems, processes, controls, and procedures that will improve the overall efficiency of Elements, ensuring consultants have the tools to improve the financial lives of clients.”

Anderson recently served as vice president of IQGeo, a company that provides geospatial software solutions that improve productivity and collaboration across planning, design, construction, maintenance and sales to reduce costs and operational risk, while also boosting customer satisfaction, the company said.

Launch of OCIO Taiko

Taiber Kosmala & Associates, an independent investment advisory firm that advises clients on more than $15 billion in assets, announced Tuesday that launch tycoa large full-service offshore investment officer solution developed for regional investment agencies, national advisory firms, brokers, dealers and trust companies.

Tyco “offers companies interested in growth with customized institutional-grade investment portfolios, an investment back office and personal operations, and an integrated technology suite by combining the institutional research platform and legacy consultancy of Taiber Kosmala with customized technology,” she said.

Taiko is developed to serve RIAs and financial institutions ranging from $100 million in assets under management to multi-billion dollar national corporations, the company said.

The company said it was looking for Tyco to be “the differentiator that its customers can use to stand out in a highly competitive market by providing exclusive access to leading enterprise managers.”

MaxMyInterest Hires Operations Manager

MaxMyInterest said Thursday that it has hired Atia Adhikari To act as the chief operating manager.

The company said Adhikari will be responsible for identifying new opportunities for growth and innovation for smart cash management and an optimization platform for advisors and individual investors.

It will also support relationships with partners; Overseeing Max’s daily operations, compliance and customer success program; The company said Max’s team is growing and mentoring.

Prior to joining the company, Adhikari was the COO of ShopRunner, where he was a major player in the capitalization, growth and sale of ShopRunner to FedEx in 2020.

F2 Strategy Adds Senior Advisor

Management consulting firm Wealthtech F2 Strategy announced the addition of Jessica BrarCFP, as the newest Senior Consultant working on the Advisory Services team.

“Brar will bring its depth of expertise to the company to achieve success in the areas of digital customer experience, technology assessment and implementation,” F2 said in a press release on Monday.

Prior to joining F2 Strategy, Brar spent over 10 years with Buckingham Strategic Partners, where she was Director of Operations at Advisor Services. Recently, she also held the position of COO at Clark Asset Management.

“Brar brings an understanding of RIAs at a strategic level from supporting businesses in the TAMP space as well as a deep operational understanding of delivering the perfect client experience within a single RIA office,” said F2.

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