Dave Hagen’s Post

FusionIQ, a provider of cloud-based wealth management solutions for financial advisers, announced a mutual referral agreement with interVal, a provider of software that empowers wealth management firms and others with automated insights for small and medium-sized businesses across North America. The collaboration is expected to transform how advisers leverage “wealthtech” to deliver business health and growth opportunities for clients. FusionIQ interVal Mark Healy Trevor Greenway Peter Brittain Jim Cott #FusionIQ #registeredinvestmentadviser #RIA #independence #digitalplatform #financialservices #InteractiveBrokersCanada #interVal #wealthmanagement #cloud #wealthtech #boomers #financialadvisers

Headlines we ❤️: FusionIQ and interVal Team Up to Target Next Big Digital Gold Rush. That’s right. There's an unprecedented organic growth opportunity for wealth management enterprises, bank-based investment programs and their affiliated financial advisors right now. And forward-looking advisors and institutions will realize this opportunity by partnering with wealthtech firms that can deliver the technology necessary to scale for success. It’s why we’re making it easy to integrate solutions that can deliver results. If you’re playing to win, our proven, easy-to-implement digital wealth management solutions can give you the competitive edge you need to seize the moment. Let’s make it happen. Book a demo with our team today: https://lnkd.in/gMv4Ewga Thank you to Cindy Taylor and the talented team at Digital Wealth News for their creativity in telling an important story with a bold headline that means business. You can read the full story in Digital Wealth News here: https://lnkd.in/gV_wQgwW #digitaltransformation #wealthtransfer #financialadvisors #wealthmanagement #fintech

Thanks Jasmine Siljic and Money Management Australia for covering our recent acquisition of Xeppo, a data management and analytics tool, with a vision to create greater workflow efficiencies for financial advice businesses! Matt Heine, Netwealth’s CEO and Managing Director says, “Our acquisition of Xeppo aligns with one of Netwealth’s strategic goals of having data at the heart of everything we do. Xeppo is at the forefront of data management and analytics and by adding the Xeppo capabilities to Netwealth it accelerates our strategy and prepares us even better for an AI-driven future. Read the full article for more insight into Xeppo’s capabilities. https://lnkd.in/eZPTd-vg Netwealth Superannuation Services Pty Ltd issues Netwealth Super Accelerator. Netwealth Investments Limited issues the Netwealth Wealth Accelerator Multi-Asset Portfolio Service. Information contained within this post is of general nature only. Consider whether the products are appropriate for you and seek advice where required. To help you decide, read the PDS or IDPS Guide and TMD available at netwealth.com.au.

This is a good example of where “1 + 1 = many times more than 2”. Dash is now without a doubt a major player in the Platform andPlanning Software space, with serious investors and core personnel behind it. If you run an advisory practice and want the best tech that delivers enormous efficiency and profitability to your bottom line - arrange a demo and test out Dash’s capabilities for yourself. I think you will like what you see, and be impressed by the productivity uplift you can achieve - rather than continually trying in vain to make complicated and poorly integrated systems perform even the most basics tasks. As Molly Meldrum used to say “Do yourself a favour”!!!!

🚀 Elevate Your Client Connections with Our All-in-One Platform! Ready to take your practice to the next level? Join leading financial professionals who trust our platform (wealthcloud360.com) to drive success and achieve their goals. Schedule a demo today to see how we can transform your wealth management practice! 💼💰 #WealthManagement #FinancialAdvisors #InsuranceProducers #WealthTech #Fintech

The all-in-one tech trend is changing how financial advisors do business, and there's no all-in-one platform that's higher rated in industry surveys than Advyzon . John Mackowiak is quoted in this recent article from Financial Planning, highlighting our recent integration enhancements with TradePMR and our commitment to continually improving our solutions in order to support advisors as effectively and efficiently as possible. Read more: https://lnkd.in/gzSFFV5E

What firms should know when looking to custodial independence for advisors One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence. This is according to a new webinar hosted by ByAllAccounts, a financial data aggregation and enrichment solution from the team at Morningstar Wealth Platform . The company has been supporting multi-custodied advisors for more than 23 years and empowers advisors to maximise their potential through an unrestricted network of advisor book of business data providers. Read the story here: https://loom.ly/2b0qNxw #FinTech #WealthTech #Investing

TradePMR Adds 4 Industry Veterans to Drive Evolution of Fusion Platform Know more:- https://lnkd.in/dqV2sP3N #fintecbuzznews #fintech #financialtechnology #fintecbuzz #financialservices #tradepmr

⁉️ 💡 "What exactly is WaaS and why should you care?"- Synpulse8 shares more details on the transformative concept of Wealth-as-a-Service (WaaS) in the financial industry. Here are the key highlights: 🔹 Empowering Access: WaaS makes high-end wealth management accessible to a broader audience by offering sophisticated financial tools and services. 🔹 Inclusive Innovation: Discover how WaaS revolutionizes the financial landscape by granting access to premium services traditionally reserved for high-net-worth individuals. 🔹 Benefits for Wealth Managers: Learn how WaaS empowers wealth managers to provide premium services without the need for massive upfront technology investments. 🔹 Client-Centric Approach: Explore the personalized financial advice, advanced portfolio management, and tools accessible to clients through WaaS. 🔹 Top Five Benefits: Delve into the advantages of WaaS, including cost efficiency, scalability, advanced technology integration, enhanced client engagement, and regulatory compliance. Join the conversation on how Wealth-as-a-Service is reshaping wealth management with scalable, cost-effective, and technologically advanced solutions. Connect with Yves Roesti, Managing Partner and CEO at Synpulse Group, to explore the potential of WaaS for your wealth management strategy. 🔗Subscribe to Synpulse8' weekly newsletter here 👉 https://lnkd.in/geaCVUkH