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
fpPathfinder’s Post
More Relevant Posts
-
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
-
-
Helping Community and Regional Banks across the U.S. adopt Core and Digital Transformation for superior engagement with valued customers and associates alike
If you are considering partnering with FIS in the near or long term, you should read how we're preparing our Teams to be the #BestPartners your organization has ever had.
Investing in our people means better solutions for our clients. We're proud to win the 2024 Pluralsight Best in Tech Platinum Award, recognizing our commitment to innovation and excellence. 🏆 Read the blog post here: http://spr.ly/6043UEGAt #Fintech #CapitalMarkets
-
-
In today's FAQ series, we asked Alexander Mamalev about the changing market landscape and how Devexperts can help your business adapt and distinguish itself. Contact us to get a consultation https://lnkd.in/gaB8gMMc #capitalmarkets #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
-
-
Expert on Bank Connectivity and Corporate Treasury | As seen in Business Insider, CFO Dive, Treasury & Risk |AFP, Strategic Treasurer and EuroFinance speaker |
This should be a really interesting session for anyone struggling with managing bank account or organizational structures and all their KYC documentation in disconnected and disjointed systems. Starting with experiencing the pain as practitioners and now building the next generation of treasury platforms they wish they would have had as practitioners to enhance and improve treasury operations. #kyc #entitymanagement #fbar #nextgentreasury #fintech
Join NeuGroup for Technology Advancement and Treasury4's Co-founders Steve Helmbrecht, Ed Barrie and Nathan Brown for this innovative peer session on February 28th from 4-5 pm ET. Register here: https://lnkd.in/gKXbFfJ4 #treasurymanagement #cfoinsights #cashmanagement #fintech #entitymanagement #neugroup4technologyadvancement
-
-
Are you subscribed to our mailing list? 🤔 If not you are missing out! Get industry updates, product #insights and event announcements straight to your inbox weekly by clicking here: https://lnkd.in/eHDdZ4Df #Fintech #Advicetech
-
-
Investors expect more than just generic fund options, they want strategies that are tailored to their risk profiles, financial goals, and time horizons. By leveraging technology, RIA's can offer customizable solutions that align more closely with individual investor needs. Personalization drives better outcomes and deeper client engagement. #MutualFunds #PersonalizedInvesting #Fintech #InvestmentStrategies
-
We are continuously enhancing the Performativ platform with new features. Our new Client Groups feature is perfect for clients who need a comprehensive view of their wealth across multiple accounts 💼 For example, families with multiple investment portfolios can now be grouped together, enabling them to monitor and assess the overall performance of their combined assets 📊 This consolidated view provides valuable insights, helping wealth and asset managers track progress towards financial goals and make informed decisions with ease 🎯 Want to know more about this feature? Book a demo with our team via the link in the comments 👇 #wealthmanagement #newfeature #fintech
-
-
Wematch streamlines communication for financial institutions through seamless internal collaboration, efficient external engagement, enhanced workflows, intuitive integration, and a collaborative ecosystem. https://lnkd.in/e8cdRbes #fintech #digitaltransformation #financialservices #securitiesfinance #securitieslending
-
-
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
-
