The Hidden Infrastructure Powering Modern Advisory Firms with Aaron Wormus

About this episode

Kyle Van Pelt interviews Aaron Wormus about the technology infrastructure that supports modern advisory firms and the shift towards unified enterprise solutions.

Episode 145: This week, Kyle Van Pelt talks with Aaron Wormus, Chief Technology Officer at SMArtX Advisory Solutions. Aaron has spent years building technology infrastructure for the financial services industry, from hedge fund platforms to enterprise-grade advisory systems. At SMArtX, he focuses on solving the operational and data challenges that prevent advisory firms from scaling efficiently while helping advisors access institutional-quality tools once reserved for large enterprises. Kyle and Aaron explore the growing shift from fragmented advisory technology toward unified enterprise infrastructure. Aaron breaks down how UMA architecture changes the advisor experience, why portfolio accounting engines power real-time innovation, and how firms can build modern “advisor-built enterprise platforms” using best-of-breed technology. They also discuss AI, data orchestration, operational toil, and why the firms most open to technology and experimentation will have a major advantage in the years ahead. In this episode: (00:00) - Intro (01:13) - Aaron’s money moment and the early days of SMArtX (03:15) - Is SMArtX a TAMP, a fintech platform, or something else entirely? (04:37) - What…

People in this episode

Host: Kyle Van Pelt

Guest: Aaron Wormus

Topics covered

• advisory technology
• financial services
• technology infrastructure
• portfolio accounting
• AI
• data orchestration

Keywords

• advisory firms
• technology infrastructure
• UMA architecture
• portfolio accounting engines
• advisor-built platforms
• operational challenges
• data challenges

Mentioned in this episode

Organizations: SMArtX Advisory Solutions, SMArtX, hedge fund platforms, enterprise-grade advisory systems

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