Clever’s Post

Overwhelmed by fin-tech? Discover Revisor: your ultimate tool for Financial Advisors, Family Offices & Money Managers. 🚀 Our dashboard streamlines your work, slashes fees, and offers a variety of services like asset management & SMA Strategies. Prioritize clients, let us handle the tech. Upgrade your advisory services now. #FinancialAdvisorPlatform #AssetManagement #Revisor ✨

🚀 Your All-In-One DPM Process Stop jumping around different software systems to find the perfect investment strategy for your client’s needs. Our newly developed Discretionary Portfolio Management Process covers everything from client profiling to contract signing. 🤔 Want check it out yourself?  👉🏼 Follow the link in the comments below to get your 14-day trial or contact our #wealthtech expert Dennis Ritter, Christian Hanke or Christian Terpe! #wealthmanagement #wealthsimplified #fincite #fintech

Is it possible to maximize profits from investments with the help of technology? Choosing a feature set for your #wealthmanagement solution consider ⬇ your business objectives, client needs, regulatory requirements, and market trends. To learn more about leveraging wealth management software to achieve success, read the in-depth article by Aleksey Kostyukevich, our Senior Quantitative Analyst (the link is in comments below). #software #investment #assetmanagement #wealth #investmentportfolio #investor #investors #investing #investmentsoftware #fintech #financialapp #finance

Overwhelmed by fin-tech? Discover Revisor: your ultimate tool for Financial Advisors, Family Offices & Money Managers. 🚀 Our dashboard streamlines your work, slashes fees, and offers a variety of services like asset management & SMA Strategies. Prioritize clients, let us handle the tech. Upgrade your advisory services now. #FinancialAdvisorPlatform #AssetManagement #Revisor ✨

Overwhelmed by fin-tech? Discover Revisor: your ultimate tool for Financial Advisors, Family Offices & Money Managers. 🚀 Our dashboard streamlines your work, slashes fees, and offers a variety of services like asset management & SMA Strategies. Prioritize clients, let us handle the tech. Upgrade your advisory services now. #FinancialAdvisorPlatform #AssetManagement #Revisor ✨

Issuer Edge is a robust back-office software solution for issuers and fund managers in the exempt market industry. Designed to streamline administration, Issuer Edge creates efficiencies and provides valuable insight into capital raising efforts through detailed reporting tools. For more information on Issuer Edge and our software solutions, book a demo today: discovery@exemptedge.com #IssuerEdge #PrivateMarkets #ExemptMarket #CapitalRaising #Fintech #SoftwareSolutions #ExemptEdge

We recently tackled a significant challenge faced by a real estate investment management firm: mismatched Profit and Loss (P&L) numbers. This issue not only created confusion but also impacted their decision-making and stakeholder trust. Check out our latest case study to discover our actionable recommendations that transformed their financial reporting. If you’re interested in improving financial accuracy in your organization, this case study is a must-read! We’d love to hear your thoughts. Let’s connect and discuss how we can help you overcome similar challenges! #coalesce #chatgpt #snowflake #dataengineering #fintech

Issuer Edge is a robust back-office software solution for issuers and fund managers in the exempt market industry. Designed to streamline administration, Issuer Edge creates efficiencies and provides valuable insight into capital raising efforts through detailed reporting tools. For more information on Issuer Edge and our software solutions, book a demo today: discovery@exemptedge.com #IssuerEdge #PrivateMarkets #ExemptMarket #CapitalRaising #Fintech #SoftwareSolutions #ExemptEdge

In response to the challenges posed by the Digital Operational Resilience Act (DORA), our partner Performativ - Wealth Management Software has developed DORAedge, a user-friendly tool to help ensure and simplify compliance. This comes at a critical time with many institutions still preparing for the January deadline. Read more here: https://bit.ly/4d0clNl #ComplianceSolutions #FinTech #DORA

Proper #portfolioconstruction is not just a task—it's a strategic endeavor that can significantly impact your clients' success. Attend our Aug 28 #webinar to discover how Morningstar Direct Lens streamlines portfolio analysis, so you can focus on what matters—making informed decisions. Register now to watch live and receive the recording: http://spr.ly/6046lNGOq #tips #fintech