Amy is the founder and CEO of Aureus Advantage, a wealth transformation firm dedicated to helping advisory businesses thrive through mergers, integrations, and platform change. She has decades of experience in wealth management and wealth technology, has built and led multi-billion-dollar wealth firms, and has designed enterprise wealth platforms.
Her work centers on M&A strategy, integration planning, and the human side of large-scale change in advisory organizations.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
