Cloud Computing

Cloud Tech Trends Shaping 2023

We will explore the latest technology trends and future development directions.

Tech Talk

What exactly does it take to ride the wave of independence in wealth management, and how can technology ease the transition? The breakaway movement is accelerating, with more advisors leaving traditional wirehouses to build independent RIAs that offer greater flexibility, control and client-centric service. 

But with independence comes new challenges—scaling efficiently, selecting the right tech stack and ensuring seamless client experiences. As advisors navigate this shift, AI, automation and integrated technology solutions are becoming essential tools for driving long-term growth. 

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Vickie Lewin, chief growth officer at Amplify, to explore:

- Why more advisors are breaking away and how it’s reshaping the industry
- Amplify’s mission as a tech-driven, all-in-one advisory solution
- Challenges and solutions for advisors modernizing their tech infrastructure 
- The role of AI and automation in shaping wealth management’s future

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Vickie Lewin:

LinkedIn: Vickie Lewin: https://www.linkedin.com/in/vickie-edwards-lewin 
Company Website: https://amplifyplatform.com/

About Our Guest:

As Chief Growth Officer, Vickie leads Amplify’s sales and marketing team, driving strategic direction, business development, and market positioning. She is responsible for articulating and amplifying the competitive advantages of Amplify’s unified wealth management platform, ensuring alignment between product development and market needs. Vickie also plays a key role in shaping product and market development strategies and is an integral member of the leadership team.

Prior to joining Amplify, Vickie was Senior Vice President and Chief Success Officer at AssetMark from 2021 to 2024. She joined AssetMark in 2001 when it was a $1 billion TAMP provider and was instrumental in its growth to a $100+ billion industry leader. Her leadership spanned multiple roles, including SVP – Central Division and Internal Sales Development, SVP – Eastern Divisional Sales Manager, and New England Regional Consultant. Vickie played a pivotal role in guiding AssetMark through acquisitions and spearheaded marketing efforts, including overseeing 80+ industry events annually. She previously held roles at FundQuest (now part of Envestnet), Investment Advisory Network (now SS&C Technologies), and Nuveen.

Vickie holds a Bachelor of Arts in English and communications from Ohio State University, where she was a varsity tennis player and a member of Kappa Alpha Theta.

Outside of work, Vickie and her husband, Oren, enjoy a lively family life with their five adult children. She loves traveling, golfing, and sharing great wine with family and friends. She is also passionate about increasing the representation of women in financial services and mentoring the next generation of female industry leaders.


The WealthStack Podcast: The Independent Advisor Boom and the Tech Shaping Their Future with Vickie Lewin

Today’s digital space is evolving faster than ever. New ideas are not only tested quickly—they’re adopted at lightning speed. Companies of all sizes are investing in tools that automate, analyze, and anticipate. A single technology trend has started influencing decisions at every level, from product development to customer service. It’s changing how problems are solved and how goals are met. As it spreads across industries, it’s also reshaping the skills people need. The pace is intense, but the potential is undeniable, setting the stage for long-term change across the board.

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Shape Tomorrow The Rise of a Powerful Technology Trend

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Explore the cutting edge of enterprise cloud computing. Tech Barometer is the Podcast affiliate of The Forecast by Nutanix, which covers people and tech trends driving digital transformation. Business Ieaders, engineers and industry experts share insights and anecdotes about the quest to modernize IT.

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