Linda Bready Named President of OnTrajectory

Linda Bready Named President of OnTrajectory

Veteran FinTech Executive to Head Financial-planning Startup

By Joel Bruckenstein, CFP

OnTrajectory, a cloud-based financial planning tool for financial advisors, enterprises and consumers, has named Linda Bready as its president. Taking a new role for the firm, Bready will pilot the continued development of software as it enters the broader financial-services marketplace.

“I am thrilled that Linda is working with us, as her understanding of what financial firms need from technology is unparalleled,” says Robbie Cannon, investor. “She is an extraordinary operations executive and a talented manager.”

Bready is a longtime fintech expert, having founded B-Ready Outsourcing, a technology service and support firm for Registered Investment Advisors that provided highly specialized virtual reporting services, in 1999. When B-Ready was acquired by Envestnet, it administered $36 billion in assets for 155 clients. Bready has held management positions at Envestnet and
FolioDynamix, consulted for such companies as eMoney, Ezra Consulting Group and various RIA firms and fintech startups, and sits on the board of The Kinnect Company, a platform that enables families to organize and share documents with their chosen professionals.

“I love building businesses, so building OnTrajectory is an exciting challenge,” Bready says. “We have ideas about technology and service that will change the industry.”

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.JoelBruckenstein.com.

Comments are closed.