Exempt Edge ’s Post

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

Looking for a robust, repeatable #investment process for your clients? We provide in-house and outsourced portfolio management software and solutions for financial advisers. Find out more at https://lnkd.in/e_A7sern #fintech #wealthplanning #quant #datascience

Faster development and product launches are a lot more difficult for financial & investment software providers when they go about it without a partner! #fintech #wealthtech #software #partnerships #empaxis

𝗜𝗡𝗧𝗥𝗢𝗗𝗨𝗖𝗜𝗡𝗚 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗔𝗡𝗔𝗟𝗬𝗦𝗘𝗥 Fintegrate is built for advisers, by advisers. Our investment analyser tool helps you get the information and data you need, quicker and easier than ever before. Learn more about Investment Analyser by booking a demo with our team: calendly.com/fintegrate #FinancialServices #FinancialPlanning #FinTech

When every advisor has access to an fpPathfinder membership, everyone wins! Consider the following: ➡️ Your clients will benefit from a consistent, thoughtful experience that engages and educates, regardless of the team member they speak with. ➡️ Your team will benefit when they have current, fact-checked information at their fingertips. ➡️ Your firm's brand benefits when your team confidently address complex and nuanced questions and consistently delivers the experience you've carefully crafted. Ensemble membership pricing applies to as few as two advisors in the same practice and is available for Premier, Deluxe, and Essential member levels. Learn more about Ensemble Membership: https://lnkd.in/g3JURiTv #advisors #fintech

Demographic shifts and rising competition are reshaping the wealth management industry. At Maveric, we help your firm stay ahead of the curve by offering comprehensive wealth management solutions, including: Digital platforms Advanced analytics Family office advisory services Learn more: https://lnkd.in/geC3eQYa #MavericSystems #Maveric #Acceleratenext #Wealthmanagement #Fintech

A recent report from F2 Strategy found that wealth management firms understand the value of client experiences, but are designing them without client input!? Why? Because they struggle to engage with their clients 👇🏼 Control what you can control. Don't let your tech stack be your excuse. Great experiences begin with exceptional technologies designed with the end-user at the center the conversation. There are no shortcuts. If you can't do it yourself, you need partners who can. Here's how we help you do it: https://lnkd.in/eTcpUErd #WealthManagement #Summit #humancentered #Fintech

𝗜𝗡𝗧𝗥𝗢𝗗𝗨𝗖𝗜𝗡𝗚 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗔𝗡𝗔𝗟𝗬𝗦𝗘𝗥 Fintegrate is built for advisers, by advisers. Our investment analyser tool helps you get the information and data you need, quicker and easier than ever before. Learn more about Investment Analyser by booking a demo with our team: calendly.com/fintegrate #FinancialServices #FinancialPlanning #FinTech

📆 Meet Comyno at the Global Funding and Financing Summit.  📢 Our specialists, Frank Becker and Alexander Zuber are there! Please reach out to them if you would like to see a demo of our software C-ONE or exchange thoughts about upcoming projects. We look forward to seeing you there! 👋 #GFFSummit #CollateralManagement #FinTech #SecuritiesLending #SecuritiesFinance

✨Meet our People✨ James Hayes joined the Consulting team at the end of 2023 & brings over 20 years' experience in the #technology sector. Read his latest blog 'Stop ignoring end-of-life core operating software' 👉 https://loom.ly/9_39UUs #AltusPeople #AltusConsulting #FinTech #DigitalTransformation