Ernest Lacroix

Ernie is a RIA and FinTech insider and brings deep expertise in advisor-facing technologies including CRM, financial planning, and portfolio management applications. As a practicing financial planner, Ernie is in a unique position to add value to his clients. Whether it’s implementing new technologies, creating efficient and repeatable processes, or contemplating the digital experience for his personal clients, Ernie can easily align with the challenges facing today’s advisors. Based in Rhode Island, Ernie is a devoted husband and father of two. From hiking in the summer to snowboarding in the winter, there is rarely a dull moment. He also enjoys rooting for his favorite sports teams—the Patriots, Red Sox, Bruins and Celtics.

What are three words that describe how you do your job?

I’d use “Quality”, “Proud” and “Professional”.

What excites you most about the WealthTech industry right now?

In a word, Blockchain.

Predict the future—what do you think WealthTech will allow advisors to do in five years that they can’t do now?

Gone will be the days of data files being transmitted between institutions. Account, position, transaction, tax lots, etc. will reside in the blockchain. Account aggregation will change as we know it and the dawn of a true digital client experience will begin.