Adviser 3.0’s Post

The countdown to the official launch of Finalyst has begun! 📅🎉 Financial Planners and Agents, get ready to elevate your practice and transform your business to the next level. Finalyst is set to revolutionize the way you deliver financial advice, making it more personalized, efficient, and impactful than ever before. Mark your calendars for June 11th, 2024, as we unveil the craziest offer designed specifically for financial planners. The hype is real, and this is your chance to gain a competitive edge in the industry. Don't miss out on this monumental launch – the future of financial planning is here! 🚀💰 #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #InvestmentPlanning

On this episode of InDaloop we sat down with Andrew Meister, Senior Equity Research Analyst at Thrivent Asset Management, as he discusses the evolution of financial software and stresses the importance of accuracy in the industry. Learn about the transition from Lotus to Excel, the key features that made Excel the preferred tool, the significance of precise financial data, and the value of time-saving tools for analysts and portfolio managers. Tune in for insights that can revolutionize your approach to financial data and analysis! Click here to listen to the entire episode: https://hubs.ly/Q02DgZdC0 #Indaloop #FinancialSoftware #Accuracy #Insights

Curious about expanding your business internationally? 🌍 Michael Watson, COO of Lick and Frederick Stanley, Strategy & Growth Account Analyst at AVASK, talked about the vital financial considerations you should know in our recent event, and now the exclusive post-event video is LIVE! 🎥💼 🔑 Unlock Key Financial Strategies: Watch Frederick and Mike share expert insights on navigating international expansion, from managing currency risks to understanding financial implications. Don't miss out on this invaluable knowledge! Click below to watch the video now. #InternationalExpansion #BusinessGrowth #FinanceStrategies #ExpertInsights

📢 Summit Early Bird Pricing Update! 💡We're excited to announce that we've extended Early Bird Pricing until July 12! 👉🏽 Join us at the 2024 eMoney Summit to explore how integrating human insight and digital innovation can enhance your planning experience and deepen client relationships. 👇🏽 Don't wait—sign up today. #eMoneySummit24 #financialplanning

Join RealDesk at the BUZZ iN POWER Summit! We’re heading to Liberty Grand, Toronto, this Thursday, September 26th, for the BUZZ iN POWER Summit! Get ready for cutting-edge insights from top industry thought leaders. Meet us there to learn how RealDesk can transform your brokerage with streamlined operations and smarter systems! #thebuzzconference #BuzzInPower2024 #RealEstateInnovation #RealDesk

Investor relations dynamics are ever-evolving. Right now, LPs want more involvement as well as financial and high-impact returns—and GPs are rapidly adapting in line with these new expectations. We spoke with Speedinvest Fundraising Manager, Katharina Porenta, on best practices for cultivating long-lasting relationships. She covered: - How to develop and execute strategies that resonate with LPs - Ways to use data to maintain LP trust - Why you should be using technology to drive value creation and report on performance Dive deeper into the key takeaways. https://buff.ly/3NEkNrL

⏱️ Are you ready to start "Planning Together Better" using a powerful combination of human expertise and innovative technology to deliver collaborative client relationships and provide data-driven insights to achieve your client's goals? 💡 At the eMoney Summit, you'll gain the tools, insights, and strategies needed to elevate your planning approach to deliver even more value to your clients. 👉🏽 Don’t wait, you have until October 15 to RSVP for your spot. https://bit.ly/3XmoBSq #eMoneySummit24 #financialplanning

4 minutes of your time for a chance to win a Slush 2024 ticket? If you clicked read more AND you’re an investor, you’re exactly the kind of go-getter we want answering this survey.* Let us know what kind of troubles you’re facing, whether that’s with your portfolio founders or roadblocks you’ve been hitting with potential investments. This’ll help us make Slush’s program one that you can really get some use out of. So, what’s the verdict? Are you ready to help us help you? Brilliant. Here’s the link. Get answering now: https://lnkd.in/dCQk-cC3 *If you’re a founder, here’s a survey just for you: https://lnkd.in/dqquDPev

Does your team struggle to overcome reporting challenges to deliver timely, transparent communication to investors? You’re not alone. Learn how tech can eliminate those challenges at this afternoon’s Information Management Network (IMN) CFO & COO Forum panel, where participants will discuss these challenges and offer tips for finding and sharing actionable insights quickly and effectively. Pereview Software's Founder and CEO Jeff Wilson will be joined by Dylan Payne of Juniper Square, Mike Sebastian of Appfolio Investment Management, Jack Swoboda of SymmetRE, and Juan Leon of Yardi Systems for the discussion "Embracing Technology to Optimize Investor Reporting Best Practice." Among the insights they will share are: ➡️ The most common reporting challenges firms face ➡️ The reporting capabilities investors are demanding ➡️ How technology is changing the reporting game ➡️ Opportunities for improving budgeting and forecasting with tech ➡️ Tips for using tech to improve investor communication After the panel, stop by and talk with Jeff, Daryl E. Pitts, and Max Stewart to learn how Pereview’s automation can reduce the time you spend on reporting by 90%. #IMNevents #realestate #assetmanagement #cre

Investor relations teams, meet Bite Stream 🤝 Nurture relationships, build your pipeline, and market your funds effortlessly in one platform with a: - Customizable investor portal - Secure virtual data room for document sharing - Multilingual and multicurrency support - Monitor activity and engagement across sales teams and investors with real-time analytics - Compliance-ready onboarding tools that let you control which investments each investor can access for a tailored experience Ready to transform your investor engagement? Book a demo today. 🚀 #InvestorRelations #FundraisingSolutions #AlternativeInvestments #InvestorPortal