PROJECTS


FinTech - 401Tec(k) - Benefits - VC - Impact - AI - Data Intelligence

Projects we are working on...

Contact us to see if we can help you.

3P Consulting

Founder, Managing Consultant

Consult with Financial Advisors (both Wealth focused and Retirement Plan focused), and the firms that serve Advisors, RecordKeepers, TPAs, FinTech, InsureTech, Asset Managers, Broker/Dealers, RIAs. Solutions in the areas of Retirement Plans, Fees, Tech Stack, back office support, Prospecting, Plan Governance, Insurance, Plan Administration, Cross-sell of Health/Voluntary/Retirement/Wealth/Wellness/Managed Accounts benefits. Decrease complexity, increase value, diversify revenue streams, and be both efficient and effective.
Clients: SS&C/DST, ReachStack, Human Interest, Hero7, Pension Resource Institute, The Olympus Companies, 401kplans.com, Conscious Capital Wealth Management, Financial Finesse, Seventy5 Studios and more.


401Tec(k) Survey

Industry Survey on RPA Tech

Annual survey done in partnership with the National Association of Plan Advisors focused on the Tech used by our industry professionals.


401Tec(k) Podcast

One stop for any RPA Tech Talks

We dive in to explore the varied technologies being used by RPAs, and talk with the product providers directly on how to get the most out of their tech.


What' s in your STACK?

An interview series with the biggest RPAs in the industry

Think 'Feherty' or David Lettermen's show, 'My Next Guest' - we talk tech stack, and more, all while having some fun!


WTF

Quick 'TikTok' style videos simplifying terms and complex ideas

AI, Machine Learning, Deep Learning, a Trillion Dollars, Edge Computing, VC, Blockchain, Cryptocurrency, Quantum computing, the Meta Verse.

Words we hear often, a resource of 30 second (ish) videos to explain in simple terms.


Twinkle to Wrinkle - Pocket FinTech

A tech centered financial education effort for life

Life concepts through tech that show up and 'teach' in a very personalized and simple way, applicable from the day you get your first smartphone and for the rest of your life.


FinTech Update

Latest in FinTech News and Trends

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