Mammoth's Advisor Platform Launch & AI Advancements in Healthcare

Plus, simplifying private investments through technology & where you can find us in October

Author

Steve Zuschin
September 19, 2023

September has been a very busy but very exciting month, not only for me personally but also for the Mammoth Team.

I sent my kids back to school after Labor Day and attended two conferences - Future Proof in California and North Capital Partner Summit in Utah. Most notably, we officially launched the Mammoth Advisor Portal.

While I’m on the road home from a month full of work travel, I wanted to share some highlights and articles from the last month:

  1. Mammoth Advisor Platform Launch & Feature Highlight

  2. AI Advancements in Healthcare

  3. Simplifying Private Investments Through Technology

  4. Where You Can Find Us - Fearless Summit & Schwab Impact

  5. Mammoth Wins

Mammoth Advisor Platform Launch & Platform Feature Highlight

The team at Mammoth is so excited to announce the launch of our Advisor Portal.

Press Release - Innovative Platform for Alternative Investment Management

Mammoth Technology is proud to announce the launch of its groundbreaking platform, designed to empower Registered Investment Advisors (RIAs), Family Offices, and Fund Managers in effectively managing alternative investments.

mammothtechnology.com/press-release-advisor-platform

The Mammoth Advisor Portal provides a comprehensive suite of features enabling advisors to manage their clients' full spectrum of private investments. With its user-friendly interface, advisors can effortlessly see updates on their clients' alternative investments and access documents and K1s directly. This streamlined process to essential investment details ensures RIAs can offer their clients the most up-to-date and accurate information.

“Empowering Registered Investment Advisors is at the core of our mission at Mammoth Technology. With the launch of our Advisor Portal, we aim to revolutionize how alternative investments are managed.”

Kim Mackrill, CEO of Mammoth Technology

Feature Highlight

I’m personally excited about how our platform is going to make alts more accessible.

One of the features I want to highlight is the ability for advisors to recommend funds directly to clients from the platform.

  1. Navigate to the “Fund Catalog”

  2. Browse through a thoughtfully organized selection of potential investments to discover alternative investments that fit your clients’ portfolio needs

  3. Click on the funds of your choice to access detailed information, including historical performance, risk assessments, and projected returns

  4. Share this opportunity with your client via email and allow them to simply and securely invest in the fund with prepopulated data from their client record

Click here to watch a demo.

It really is that simple. I’d love to hear your thoughts.

AI Advancements in Healthcare 🧬

Last year crypto reigned supreme, but this year AI has taken center stage. Everyone is wondering how AI’s potential will transform the world of wealth management.

Of course, AI's impact extends far beyond the world of finance. AI is changing quite a bit in the world healthcare.

From assists with diagnoses to brain implants for speech assists:

The life-changing potential of breakthroughs like these inspire our commitment to enhancing the accessibility of private investments.

Mammoth in the Media

Simplifying Private Investments Through Technology

Back in June, I joined Jack Sharry on an episode of Lifeyield’s WealthTech on Deck Podcast. 

We talked through what led to the creation of Mammoth Technology and how Mammoth delivers seamless client experience through technology and makes private investments easier for investors.

Simplifying Private Investments Through Technology with Steve Zuschin

This episode features Steve Zuschin, Chief Revenue Officer at Mammoth Technology! Find the full conversation here.

www.lifeyield.com/resources/simplifying-private-investments-through-technology-with-steve-zuschin

The episode is also available on Spotify, Apple Podcasts, or wherever you listen to podcasts.

While you’re there, check out another episode or two. Jack's podcast stands as one of the top-notch offerings in the industry.

Connect With Us ✈️ 

Here’s where you can find at least one member of the Mammoth Team within the next month. If your plans align and you're also planning to attend any of these events, please respond to this email so we can coordinate a time to see you!

🗓 Nitrogen Wealth’s Fearless Investing Summit, October 2-4, 2023, Miami, FL

Fearless Investing Summit 2023

The Fearless Investing Summit is where financial advisors network with the fastest-growing firms in the country, learn how to scale their business, and join a community empowering the world to invest fearlessly.

nitrogenwealth.com/fearless

🗓 Charles Schwab IMPACT 2023, October 24-26, 2023, Philadelphia, PA

Schwab IMPACT 2023

At its core, IMPACT is all about advancing the RIA industry by ensuring that the latest knowledge and insights vital to running a successful practice are shared across the community.

impact.schwab.com

Mammoth Wins

At the end of August, the Mammoth Team sat down for our quarterly meeting. We talked through the previous quarter’s progress, what’s working and what’s not, and what our goals (both as a team and personally) should look like until we strategize again.

During these meetings, we don't just focus on the day-to-day operations or short-term goals; instead, we take a step back to assess our long-term mission and how our current tactics align with it. They offer a dedicated space where we can step back, take a panoramic view of our journey, and recalibrate our efforts for what’s ahead.

I’d love to hear about how your firm works not just in your business, but on the business too.

Thanks for reading this month’s edition of The Alternative Universe newsletter. As always, I’d love to hear from you so feel free to respond to this email with any thoughts.

Steve, for the Mammoth Team