CenterPoint Properties’ Post

I'm looking forward to hearing Jeff Wilson share his perspective on how #CRE investment and asset managers can drive efficiencies in portfolio and asset-level reporting. If you're attending Information Management Network (IMN), join the 4:15 pm session and comment below on takeaways!

To wrap up our day at Wealth Management EDGE, our VP of US Distribution, Tom Burmeister, gave an eye-opening demo of Conquest and SAM, our AI-powered Strategic Advice Manager, during the WealthStack Demos competition this afternoon!🚀 WealthStack (Part of Wealth Management EDGE) WealthManagement.com #WMEDGE #wealthmanagement #wealthtech #financialplanning #wealthmanagementedge #ConquestPlanning

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Not to mention we secured it three days in advance of the deadline. ✅ REV Capital’s New York Office celebrates a big deal closure for a new staffing client this month, bringing a $3,000,000 facility across the finish line in only four business days. Congratulations to the REV Team on an extraordinary effort, and for leading with absolute flexibility and expertise on all fronts. Read the full story here: https://lnkd.in/etSsZj2W #GrowWithREV #ClientWin #TeamREV #InvoiceFactoring #Cashflow #DownToFactor #AlternativeFunding

Looking forward to an insightful #RIASummit in New York next week where I will be speaking on the Market Outlooks and Opportunities panel! This panel promises to be a fountain of insights, and I'm excited to share my perspective on evolving markets, earnings volatility, and multiple expansion. Fountainhead Advisors 📊 Portfolio Summits 📊 Fountainhead Asset Management #RIASummitNYC #PortfolioSummits #Fountainhead

You won’t want to miss Pereview’s Founder and CEO Jeff Wilson, who will join Juniper Square’s Dylan Payne, AppFolio Investment Management’s Mike Sebastian, and SymmetRE’s Jack Swoboda on a panel moderated by Juan Leon of Yardi Systems at Information Management Network (IMN)'s CFO & COO Summit next week. Join this panel as they explore: ✔️ Common reporting challenges real estate firms face ✔️ Reports investors are demanding in this market ✔️ How sophisticated investors are embracing technology to improve their reporting processes ✔️ Opportunities for tech to improve budgeting and forecasting ✔️ Tips for using tech innovation and data management solutions to streamline investor communication After the panel, stop by and talk with Jeff, Daryl E. Pitts, and Max Stewart to learn how Pereview can solve your biggest data management and reporting challenges. #IMNevents #realestate #assetmanagement #cre

🚀 Exciting News in Wealth Management Technology! 🚀 Rehmann's Wealth Management practice is revolutionizing its operations across offices in Michigan, Ohio, and Florida, leveraging cutting-edge technology to enhance efficiency and compliance. Check out the game-changing developments in this article by Laserfiche! #wealth

Looking for a way to have our insights and team updates delivered right to your inbox? Sign up for the Generation Capital Management newsletter by following the link below! You can usually expect two emails from us each quarter: a Market Update from GCM’s President and Founder, Scott Nasca, CFA, and a mid-quarter team update containing team news and upcoming events. Sound good? What are you waiting for!? Follow the link and sign up today! #gcm #financialadvisor #newsletter #teamnews #updates https://hubs.ly/Q02l6zbS0

DWS FY results 2023 & bell ringing event - thank you, dear clients/partners & teams 🙏 Working together as #oneteam makes all the difference. This is well demonstrated by our #results published today. We have recorded EUR 22.6bn of inflows (ex Cash) representing a 3.1 percent net flow rate growing our DWS franchise. This ranks us nicely in international asset management league tables, or, more specifically, we ended the year among the large asset managers worldwide with the highest organic growth rate (ex Cash). I want to thank our clients and partners for their ongoing trust and partnership. And all our teams across Germany/Europe, APAC and Americas for achieving those great results and earning our clients’ trust every day, be it with #Active, #Alternatives or #Xtrackers products and solutions. The new year is already in full swing - yesterday we had the pleasure to ring the closing bell at the #NYSE underpinning our growth aspirations globally and in the Americas. Let´s continue to #WinAsOneTeam 👍 #ConnectingTheDots #DWSAmbassadors #DWSTeam http://dws.co/60464vhLk

We begin this week with the second in a series of posts that highlight 'What Matters' to us at Accruvis Capital Partners as a business and as a team. #ItMatters #AccruvisCapitalPartners #FeedbackMatters #TeamAccruvisCapitalP