Gotham Tech Labs, Makers of Wealthbox CRM and Wealthbase.com, Appoints Steve Lockshin and Michael Kitces to its Advisory Board

PR Newswire Association LLC

NEW YORK, Sept. 30, 2014 /PRNewswire/ -- Gotham Tech Labs, Inc., makers of web-and-mobile applications that connect financial advisors with consumers, announced today that Steve Lockshin and Michael Kitces have been appointed as advisors to the company. In these roles, Messrs. Lockshin and Kitces will advise the Gotham Tech Labs team on various product development and strategic alliance matters, particularly as they relate to Wealthbox, a new, socially-designed CRM service in wealth management, and Wealthbase, a forthcoming media and marketing network for financial advisors.

Gotham Tech Labs, Maker of Wealthbox CRM, Appoints Steve Lockshin & Michael Kitces to Advisory Board

"As Wealthbox CRM gains traction among financial advisors and as we prepare for the launch of the Wealthbase network we're faced with decisions related to everything from our product roadmap to strategic alliances," stated John Rourke, CEO of Gotham Tech Labs. "We're delighted to bring on the respective industry visions, smarts, and experiences of Steve Lockshin and Michael Kitces to help guide us on our growth path in the financial advisory space."

Said Michael Kitces: "For the past decade, the biggest 'innovation' in advisor CRM has been the transition to the web and the adoption of cloud-based platforms. In the coming decade, just being online are the minimum table stakes for software, and the innovation and opportunity to excel lies in crafting an intuitive interface and strong user-experience for the advisor and staff. I'm excited to help guide the Wealthbox CRM team as they bring this kind of quality solution to advisors."

In addition to an advisory appointment, the company also announced that Steve Lockshin has made a personal investment in Gotham Tech Labs, Inc.

Said Steve Lockshin: "The proof is in the product. My new advisory firm has been using Wealthbox since this CRM product launched earlier this year and the team loves it. Software simplicity is a mixture of art and science and the Gotham Tech Labs team has mastered it. I'm happy to come aboard as both an advisor and investor."

Gotham Tech Labs also announced the general availability of version 1.6 of Wealthbox CRM that features "automated workflows." Combining customized workflow templates with social collaboration within an advisory firm, this new feature in Wealthbox allows greater efficiency for advisors to get work done.

For more information, see blog posts about these announcements on the Wealthbox site.

Blog Post: Steve Lockshin and Michael Kitces Join Gotham Tech Labs Advisory Board:
http://www.wealthbox.com/steve-lockshin-and-michael-kitces-join-our-advisory-board/

Blop Post: Introducing Wealthbox 1.6 with Automated Workflows:
http://www.wealthbox.com/wealthbox-1-6-automated-workflows/

Bios:

Steve Lockshin is a Founder and Principal of AdvicePeriod and Chairman of Convergent Wealth Advisors. Mr. Lockshin is also the cofounder of Betterment Institutional. In 1994 Steve helped pioneer the independent advisory industry when he founded what eventually became Convergent Wealth Advisors and Fortigent, LLC (Convergent Wealth Advisors was formed in 2007 when Lydian Wealth Management was acquired by City National Bank). Under Mr. Lockshin's leadership Convergent became one of the nation's leading wealth management firms, providing investors with objective advice, flexible investment solutions, and complete transparency. Steve Lockshin served as CEO until 2012, when he became Chairman.

Michael E. Kitces is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.3 billion of client assets. In addition, Mr. Kitces is a cofounder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd's Eye, dedicated to advancing knowledge in financial planning.

About Gotham Tech Labs

Gotham Tech Labs, Inc., designs, develops, and operates online products that connect financial professionals with investors. With a focus on simplicity and usability, these B2C and B2B apps make use of modern design and development practices and reflect the growing consumerization of the financial enterprise. The company is headquartered in the SoHo district of New York City.

Web: www.GothamTechLabs.com www.Wealthbox.com www.Wealthbase.com
Media kit: http://www.wealthbox.com/company/media-kit/