YourStake

📢 Breaking News: YourStake Launches Tax Transition Analysis in Advisor Core Key capabilities for advisors: 1. Instant tax impact visualization for entire portfolio transitions 2. Custom transition timelines based on client tax budgets 3. Download the trade list for fast transitions 3. Automated proposal generation for prospect conversations 4. Seamless integration with existing Advisor Core features "What once took 2-4 hours of back and forth with my team... now can be done in 5 minutes using the AdvisorCore tool" - Kenneth Silva Ballard, CSRIC, IAR, First Affirmative Financial Network This launch directly addresses one of the biggest challenges RIAs face: winning new clients while managing tax implications during portfolio transitions. No more manual spreadsheets or complex calculations - just clear, actionable transition strategies. Learn more about transforming your practice's tax transition process --> https://lnkd.in/ep7wiTX2 #RIA #FinancialAdvisors #WealthManagement #TaxPlanning #PortfolioManagement

What's the impact of technology in your practice? It's about what you see below. Having more time to do the things that matter most, from having a few more minutes to connect with your clients, or just reflect while reading a book. Yes, technology is about getting you data faster and more efficiently, but the most important thing is that it gives you time back to do more of what's most important. That's what Advisor Core is doing for your statement extraction, portfolio analysis, and proposal generation needs. It's time to embrace more time for what's most important: https://lnkd.in/e54aYWZZ

We're not like every other FinTech SaaS for Advisors. We're the cool, rockstar sunglass-wearing, matching shirts kind of crowd with Patrick Reed on vocals, Robyn Wood on drums, and Kenneth Silva Ballard on guitar. See what harmonies we can make for your workflows with a spark of AI so you can spend more time being on stage. Only in Nashville. Only at Nitrogen's #fearless Summit. Wealthbox where is that guitar again?

Our co-founder, Gabe Rissman has shared his view of AI across the industry from speaking at great events like SEI, and Financial Planning's #AdviseAI and sharing his insights with outlets like VettaFi's Advisor Perspectives, InvestmentNews. A new expansion to our site, visit "In the News" to see the latest articles, interviews and insights from Gabe. https://lnkd.in/eHA5cmg6

We are loving the Nashville welcome at #fearless from Nitrogen! It’s been exhilarating to be on the road these last few weeks sharing our latest advances (did we mention AI Note Taking and Meeting Assistant?!) as well as platform upgrades to Advisor Core and so much more. Stop by and catch up with all that’s new at YourStake with Patrick Reed, Robyn Wood and Kenneth Silva Ballard.

In a world where 85% of investors want their portfolios to reflect their values, are you equipped to meet this demand? 📘 Download our FREE guide to discover: - How to offer truly customized portfolios using over 150 values metrics - Strategies for engaging clients in meaningful conversations about their values - Ways to balance values alignment with robust financial performance - Tips for seamlessly integrating VADIS into your existing workflows 🔍 Learn how top advisors are using VADIS to: ✅ Win and retain clients ✅ Scale personalization ✅ Enhance tax management ✅ Deliver tangible impact reporting Download here --> https://lnkd.in/eNgKY-nq

The roadshow continues for our team! Robyn Wood and Kenneth Silva Ballard are out at XYPN Live today to talk with the amazing community of Advisors they've built who are looking to grow their practices through some AI-empowerment and making every portfolio feel personal to each client. Stop by and say Hi to the team and be sure to join Robyn Wood and power user, Dann Ryan, CFP® as we kick-off the Tech Showcase at 10:50am today!

Excited to kick off the XYPN Live Tech Showcase tomorrow at 10:50 AM! Join us as power user Dann Ryan, CFP® of Sincerus Advisory, LLC demonstrates how YourStake has become a central piece of his practice, revolutionizing: - Client value discovery - Complex fund research - Back-office task streamlining Plus, don't miss Robyn Wood, and Kenneth Silva Ballard at our booth showcasing new features coming soon focused on saving you hours of work in just a few minutes as we build out new AI automation into the platform. Whether you're struggling with time-consuming data entry, aligning portfolios with client values, or seeking more efficient decision-making processes, YourStake's AI-empowered platform has the solutions you need. Are you ready to personalize at scale, enhance client relationships, and streamline decisions? Let's connect at the event or schedule a demo: https://lnkd.in/ebrYgSY2

Robyn Wood has been at Financial Planning's #AdviseAI these last few days and has enjoyed hearing firsthand how Advisors are evaluating AI solutions in their practice and, of course, sitting in on some amazing panels like Michael Kitces's talk on AI! Here are Robyn's three takeaways from what she saw these last few days: 1. Meeting AI assistants are everywhere, and Advisors are still navigating the new age of how and when to record meetings and how best to integrate it into their routines. 2. Advisors are finding big wins in back-office task automation through AI over front-facing applications. Sometimes just having something work better, faster, and smoother through some AI magic is still more helpful over a chatbot or GPT-esque experience where prompts can be burdensome to learn. 3. Integrations are key while there continue to be single-point solutions for different pieces of AI enhancement. However, the real winners will be those who can remove tech-stack bloat and start to bring these solutions under one software experience. Overall, there is a massive need to bring more AI solutions under one roof, and for those who got a preview at what we're coming out with soon, you got a first-hand view of how we plan to do this. More to come soon, and the next stop is XYPN LIVE! For all things on AI solutions, be sure to take a look at the AI Tech Map specific for Financial Advisors: https://lnkd.in/eqB4hNqB

Rise and shine Financial Planning’s #AdviseAI! Come join Robyn Wood and the team to see the latest advances using AI empowerment today. Be sure to see our demo as well starting at 11am, where we’ll be unveiling something new to the platform, so you’ll won’t want to miss it. Only in Vegas!