iCapital’s Post

With the Financial Conduct Authority focusing on #OngoingAdviceFees there has never been a better time to look at how technology can help advisers meet their #ConsumerDuty obligations. The next Consumer Duty Alliance #TechForum on 11th April will address this. Hear from adviser firms putting tech at the heart of their processes. You can register from the linlk below. Please feel free to add comments or questions you would like to see addressed in the comments below. #AdviceTech #FinTech #AdviceFees

Our CRO, Jeff Schwantz wrote a great article for Financial Planning about the connection between technology and advisor retention. Make sure to give it a read here: https://lnkd.in/g2nPuFcc #Technology #FinTech #WealthManagement

In case you missed this exciting news! 📢 Finalyst is launching an innovative Financial Planning System for advisors. This cutting-edge tool is designed to enhance financial planning through advanced technology. With its automation and intuitive user interface, advisors can provide pinpoint solutions such as insurance and investment advice. 💼📊  Check out the full article for all the details here: https://lnkd.in/eCzb5pvF Hint: Dropping some exciting news on the 2nd week of June! #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #InvestmentPlanning

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”!!!!

It's a great honor for BridgeFT to be recognized alongside many of the industry's most innovative #wealthtech companies. Congratulations to the other 24 firms who made this prestigious list. 🏆 See the full list here: https://lnkd.in/eT_WcMsn #award #data #WealthtechAsAService #Top25 #innovation The Financial Technology Report

🌟 CircleBlack Enhances #WealthTech Platform by Deepening our Wealthcare Integration 🌟 We are thrilled to announce a transformative update to our wealth management platform: the deeper integration of the Comfort Zone Score, from Financeware’s Wealthcare, into the CircleBlack Investor Dashboard. 🔍 What's New? Our latest integration provides wealth advisors with a powerful tool to present financial data in an easily digestible format. The Comfort Zone Score, derived from a Monte Carlo Simulation, offers a numerical value that indicates the probability of achieving financial goals. With this score, advisors can easily communicate clients' financial standings, simplifying complex data into actionable insights. 🚀 Key Benefits: - Reduce Advisor Burden: Automates complex analysis, saving time and effort in client meetings. - Enhance Client Understanding: Simplifies financial concepts, making them accessible and understandable at a glance. - Empower Client Action: Provides clients with the clarity needed to make informed decisions towards their financial goals. 📊 Practical Application: Advisors using CircleBlack and Wealthcare have the Comfort Zone Score right at their fingertips, which they can use in a client meeting to immediately reassure a client of their financial trajectory and the robustness of their financial plan. This score not only boosts client confidence but also enhances the productivity and effectiveness of financial discussions. 🔗 Join Us: Ready to elevate your practice with CircleBlack and Wealthcare? Contact us for a demonstration, or access the integration through your existing account to begin experiencing these transformative benefits. #CircleBlack #Wealthcare #FinancialPlanning #WealthManagement #FinTech #AdvisorTools #ClientSatisfaction #Innovation 📝 Let's revolutionize the way we engage with clients and streamline our financial planning processes. Read more about the enhanced synergy between CircleBlack and Wealthcare in our Knowledge Base: https://lnkd.in/eB4jCYxZ

From digital transformations to data empowerment, financial advisors are navigating a new era of challenges and opportunities. This article has four trends that are reshaping advisory practices and enhancing client experiences. https://lnkd.in/dMvnmsz8 Jennifer Valdez intelliflo #financialadvisors #digitaltransformations #investors #intelliflo #financialtechnology #digitalengagement

Congratulations to the Nucleus Financial team on snapping up Third Financial. The market for advice firms looking to take more control is so interesting. Seeing traditional platforms pivot and broaden like this feels like a punchy move. Bloomin good timing too for NextWealth's next #advisertechstack report coming soon, which looks specifically at the platform-as-a-service model. Nice.

We have a new and absolutely stunning case study! How many cases of purpose-driven services have you seen in the financial industry? Carson Group manages $32 billion in assets with a US-based nationwide network of 145+ partners and 380+ advisors serving 50,000 families. Carson Group didn't just create its mission, values and philosophy; they challenged UXDA to integrate all of this into their digital ecosystem. Carson team prioritize purpose over product and transactions, with the core tenets of “Run, Grow, Love” defining their distinctive mission. The main UXDA goal was to unite the whole tech stack in an all-encompassing digital platform, considering three sides of the advisory process ─ the advisor's experience, the client's journey and the operational workflow. Read the full case study: https://lnkd.in/d4w4aZVg Thanks to the Carson Group team for this amazing collaboration, it was great! ❤️ #financialadvisor #fintech #banking #financialconsultant #financeadvisor #finserv #uxda

Envestnet, Inc a prominent provider of integrated technology and wealth solutions, has announced a $4.5 billion going-private transaction with Bain Capital. This strategic move, supported by key industry players like BlackRock, Fidelity Investments, and others, underscores the significant value and potential of Envestnet’s offerings. With over $6 trillion in assets under management and support for 109,000 financial advisors, Envestnet is at the forefront of enhancing financial advisory services through innovative, integrated platforms. This transaction not only highlights the company’s industry leadership but also signals a strong future trajectory in wealth management technology. #Fintech #WealthManagement #FinancialServices #PrivateEquity #InvestmentNews