Osaic Hires Microsoft Executive to Overhaul Advisor Technology
Event summary
- Osaic appointed Stacie Nabedrick as SVP of advisor and client technology solutions on April 16, 2026.
- Nabedrick previously led cloud adoption at Microsoft and digital transformation at RBC Wealth Management.
- She will oversee development of Osaic’s eQuipt platform and multi-year digital roadmap.
- Osaic supports over 10,000 financial professionals as a wealth management services provider.
The big picture
Osaic’s hire underscores the wealth management industry’s race to digitize advisor workflows amid rising expectations for seamless client experiences. With over 10,000 advisors relying on its platform, Osaic is positioning itself as a technology leader in an increasingly consolidated sector. Nabedrick’s background suggests a focus on scalable cloud solutions and cross-functional team alignment.
What we're watching
- Platform Differentiation
- Whether Nabedrick can accelerate Osaic’s digital ecosystem to outpace competitors in advisor productivity tools.
- Execution Risk
- The pace at which Osaic integrates Nabedrick’s enterprise transformation experience into its existing technology stack.
- Client Engagement
- How enhanced digital solutions impact advisor retention and client acquisition metrics.