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Blogs
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October 3, 2025
When investors need help managing their portfolios, they need an RIA who clearly understands both their goals and fears. This of course leads to conversations about risk. The better the RIA can explain what risk the client is potentially facing and how to manage it, the better those conversations go. But here’s the problem: Legacy risk models don’t equip RIAs with the intel they need to help clients mitigate losses during extreme market events. That’s a problem.
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September 18, 2025
In this blog, we’ll discuss the frustrations advisors have with technology, along with misconceptions about the resources needed (more staff) to achieve the outcomes desired. We also explain how to take advantage of recent advances in technology to streamline your tech stack, so you can put fears of the Tech Boogey Man to bed—for good.
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August 18, 2025
In this blog, we explain why legacy risk models fall short and the impact this has on investors. You’ll also learn how combining “fat tail risk” modeling with today’s advanced technology can produce a more accurate risk score that helps advisors provide the insight clients need to protect their portfolios during extreme market events.
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APR 130 MIN
Amplify with Vickie Lewin | 369
The Fintape ▶ PlayIn this episode Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify’s focus on reducing complexity,…
APR 1036 MIN
Byte-sized progress: How technology reshapes financial advising with Vickie Lewin
The Fintape ▶ PlayVickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.
APR 2045 MIN
Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify
In The Suite ▶ PlayToday, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.
Integrations
Built with modern, flexible APIs and cloud-based tech—not outdated legacy systems—Amplify
integrates with the best in WealthTech so you don’t have to.
