Capital Access’ Post

PainChek CEO Philip Daffas provided a Quarterly update on the company's operational performance and upcoming catalysts in the recent Investor Webinar. For anyone that missed the session, it can be viewed here: https://lnkd.in/guJMXZjS #painmanagement #painassessment #improvinglives #PainChek #businessupdate #healthcareai

CDAOs, are you ready for the hot seat? The discussion of GenAI risks and rewards in analytics is ongoing, especially in the clinical/HealthCare industry. As you know, data quality can either be the driver or the roadblock in this field. Stay informed and up-to-date with the latest trends by checking out this article: https://lnkd.in/g9giefdQ. #CDAOs #GenAI #DataQuality #HealthCare #Analytics

Join us on Wednesday, February 21st for a live webinar with our SVP of Product Margaret Jastrebski and Stan Mischenko, founder of BamSEC to see the new all-in-one Tegus platform. The Tegus platform helps streamline the fundamental research process from idea generation to investment decision saving you time, costs, and resources. Less grunt work. More time for productive analysis. https://bit.ly/3uHhnxT

MMT's SearchNet Platform helps investors find Opportunity Zones. Our Pre-Foreclosure Leads program gives insight into investment prospects ahead of their competitors. Scan the QR code for the video to learn more! #preforeclosures #investmentopportunity #realestateleads #mmtinfo

Introducing our new video series The Cresco Call. A conversation where James Thorne dissects market intricacies, offers forecasts, and shares his invaluable wisdom. Our charismatic host, Dimitri Korolis , CIM® asks all the right questions from the viewer's perspective. Subscribe to our YouTube channel at Cresco Wealth Management. Let us know what you think in the comments! #calgaryliving #crescowealthmanagement #marketupdate #investing101 #yyc #wealthmanagement https://lnkd.in/gpUmdrnj

There's no question that Direct Indexing is a powerful way to deliver personalized portfolios to a diverse set of clients. But, the looming question is how to leverage this technology to help grow your practice. As part of our recent webinar with XYPN, Gabe Rissman, Co-Founder and President of YourStake, and Theresa Gusman, Chief Investment Officer at First Affirmative Financial Network, discuss how the VADIS (Values-Aligned Direct Index Solution) is empowering advisors to deliver personalized, values-driven portfolios to their clients, endowments, and more by aligning financial goals and values with their investments. Key Takeaways: 1️⃣ VADIS enables advisors to construct custom portfolios that perfectly align with clients' unique values, without compromising on diversification or performance. 2️⃣ By leveraging cutting-edge technology, VADIS streamlines the process of winning foundation prospects and managing portfolios for clients with smaller account sizes. 3️⃣ Real-life case studies demonstrate how advisors are utilizing VADIS to manage over $80M in socially responsible investments, attract mission-driven foundations, and differentiate their services in a competitive market. Whether you're a seasoned advisor or just starting out, watch the clip below to see how VADIS can be a good fit for your practice. Learn more about the solution: https://lnkd.in/eqBNt7D6 #ValuesAlignedInvesting #DirectIndexing #FinancialAdvisors #YourStake #VADIS #SociallyResponsibleInvesting

Octahedron Capital levels the playing field with Tegus, accessing top-tier insights without the hefty price tag. Learn how they're orchestrating smarter investments. 📉💡 👉 Watch the full case study and discover how Tegus can elevate your research process: https://bit.ly/46PBVTq

Business succession is "the final test of greatness" according to Peter Drucker. Here are some insights from our Mid-Market Business Report and Roundtable Discussion. Should this be your new years resolution ? Accohttps://lnkd.in/gNfGwWp8

🏡 Real Estate Turth: 🏡 Investing in real estate is not for everyone. Medvisory can help you unlock the potential of real estate specifically designed for busy physicians. 🔑 Here’s the key: 🔍 Deep Dives: We handle the due diligence, so you can focus on growing your practice or portfolio. 🎯 Goal-Oriented: We tailor investments to match your financial goals and risk tolerance. 💡 Prepared for Anything: Our expertise help make data-driven decisions to maximize your investment returns. Ready to build wealth without the hassle? Schedule a call with a Medvisory today! 📞💼 #TorontoRealEstate #RealEstateInvestors #InvestmentTips #RealEstateInvestingTips #PhysicianInvesting

❌ Product TAMPs were built for Broker-Dealers ✔ GeoWealth was built for RIAs What's the difference between a product TAMP and GeoWealth, which is a solutions-focused TAMP? GeoWealth CEO Colin Falls dives into the ways that a solutions-focused TAMP can allow an RIA to better differentiate their firm by offering a flexible, customized advisor experienced. Tune into this short video to learn more: https://lnkd.in/gs9yrW-6