Jun 18, 2015, 09:00 ET
SAN FRANCISCO, June 18, 2015 /PRNewswire/ -- Trizic, the technology company powering digital investment advisory solutions for today's leading financial institutions, announced today that Steve Mays has been named Chief Technology Officer and Mike Wolff is the new Head of Product.
Mays, who has 25 years of technical leadership experience, will oversee the development of Trizic's technology platform. Wolff, who has 12 years of experience managing products for the financial service industry, will be responsible for the overall customer experience and product features.
"Steve Mays and Mike Wolff are outstanding leaders who deepen our management team and give us added firepower to deliver enterprise-class software to the nation's leading financial firms," said Brad Matthews, CEO and founder of Trizic. "Steve and Mike will play a pivotal role in helping Trizic meet the growing demand for its digital advisory technology platform."
Mays has spent most of his career building and managing enterprise-class software platforms. Before joining Trizic, he co-founded New Context, a division of Japanese conglomerate Digital Garage. During his career, Mays has also worked with Twitter, Industrial Light and Magic, Digital Domain, True North, Sierra, Sony and McKesson Corporation. Mays holds a Bachelor of Science degree in Global Business Management and an MBA.
Wolff has focused much of his career on delivering innovative software solutions in the FinTech space. Prior to joining Trizic, Wolff held senior product management, marketing, and professional services positions at Charles Schwab, Advisor Software, Intuit, Intershop Communications. He earned a Bachelor of Science degree in Business Economics.
Both executives will focus on Accelerator, Trizic's cloud-based digital investment advisory platform. Accelerator is comprised of two elements - a beautifully simple, customized online experience for investors; and a powerful, back-end console that automates portfolio management, securities trading, rebalancing, compliance reporting, and client billing. Using Accelerator's sophisticated technology, financial firms can serve digitally savvy investors in a more scalable, productive and client-friendly manner. Accelerator augments, but does not replace, high-touch, full-service business models.
Trizic provides enterprise-class, digital investment technology to wirehouses, brokerages, asset managers, banks and Registered Investment Advisors. The company's flagship solution, Trizic Accelerator, is a cloud-based platform that uses highly sophisticated, rules-based logic to execute trades that are compliant, tax-aware and meet fiduciary obligations. Trizic Accelerator is investment-product agnostic and accommodates ETFs, mutual funds and equities. Financial firms can easily create, update and assign model portfolios to reflect their unique investment strategy. A technology company, Trizic is not a RIA, sub-advisor, broker-dealer, and has no direct-to-consumer digital advisory offering. For more information, visit www.trizic.com.
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