Accountability’s Post

Are you familiar with the challenges of financial reporting when dealing with multiple subsidiaries? If you are, you're not alone! It can be a complicated process with a need for more transparency. Automation can make reporting much easier and offer the transparency needed for valuable insight into financial data. These benefits also free up time, allowing you to communicate the insights to your team and streamline your strategy throughout the group. If you're unsure whether automation is the right choice for your group, you can learn more about its benefits here: https://lnkd.in/d7EF9r8V #consolidation #fintech #digitalfinance #wemakeCFOsbetter

Selling advisory services isn't easy, but the rewards are huge. If you're a financial advisor facing this challenge, our featured blog post is for you 🌟 We explore the obstacles, share strategies for success, and reveal how Pulse can help you build a thriving advisory practice. Discover how to pinpoint your niche, structure your offerings, and become the go-to expert your clients need 🤝 🔗: https://loom.ly/0mNCk78 #advisoryservices #financialadvisor #fintech

🎯 3 proven steps to grow your financial advisor business: investing in scalable technology, exploring your existing relationships, and establishing a client acquisition workflow. 👇🏽 Learn more in our recent post: https://lnkd.in/edSYbEzW via Brandon Heid, CFP® #eMoneyAdvisor #financialplanning #financialplanningsoftware #fintech

Calling all accountants! If spreadsheets are still your go-to, we say it is time to embrace the second half of 2024 with a powerful upgrade in the form of Pulse 💪 Join Pulse today and unlock cutting-edge insights that will transform how you advise your clients 📊 🔗: https://loom.ly/G7H0f8g #fintech #businessinsights #dataanalytics #financialadvisory

Receivables data is Gold, take your business invoice reconciliation to the next level. Strands: the power of data!

What challenges do you think we face in changing the status quo of #financial management, and how can #fintech solutions help overcome these challenges?

Streamline your financials with our AI-powered expense tracking and report generation – a smarter way to save time and boost accuracy for your business! 📊💼 #ExpenseManagement #FinTech #BusinessGrowth

Our reporting module helps our clients reduce cost, save time and, most importantly, impress their clients 🙏 * Supports both internal and external reporting * Build trust with a professional look * Make the complex easy to understand * Report, drill down and analyze your clients wealth * Ready-made reports that can be generated and distributed with the click of a button #FinancialAdvice #WealthManagement #fintech #wealthtech

Cut through the financial clutter - simplify, streamline and get back to your business with inbanx. Our all-in-one solution allows you to take out the guesswork and manage your budget, cards, and expense reporting. See how we’re changing the game. #Budget #SpendManagement #Fintech

💡 Being a successful financial advisor goes beyond having wealth management knowledge and financial planning skills. 👇🏽 We’ve identified seven financial advisor skills that will help position you for success in today’s financial advisory industry, via Matthew Schulte, CLU®, ChFC®, CFP®. https://lnkd.in/eGd2mDcG #eMoneyAdvisor #fintech #financialplanning