Maveric Systems Limited’s Post

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

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

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

JPMorgan Chase & Co.-backed Neovest, a broker-neutral order and execution management system, completed the acquisition of LayerOne Financial, an investment management platform. Financial terms were not disclosed. "We are excited to acquire LayerOne Financial to enhance our offering and support our clients in finding efficiencies in their investment operations. Following this acquisition, Neovest can enable clients to manage their full investment lifecycle with one software provider with industry-leading capabilities. Neovest's key objectives are creating an exceptional client experience from on-boarding to trade execution management and expanding our product capabilities to advance and differentiate from other investment management platforms. LayerOne's technology and people are perfectly placed to help us on this journey," Jimmi Shah, Neovest CEO. Neovest (led by Jimmi Shah) is advised by J.P. Morgan and Gibson Dunn . LayerOne (led by Kyle Zasky and Christer Strand) is advised by SenaHill Partners, LP and Morgan, Lewis & Bockius LLP. #MergersAcquisitionsDivestitures #Investments #FinancialServices

“Advisors #1 priority is integrated wealth management technology.” Bill Crager, CEO of Envestnet, Inc. Stop by Nest Wealth’s booth this week to learn how we help firms do just that. #T32024 #fintech #wealthmanagement

Rapid advances in financial technology are allowing tried-and-true investment principles to be applied broadly across the advisor book of business without sacrificing the necessary attention to each client’s unique circumstances. The key strategy to this is creating a strong portfolio BASE. Watch now to see SMArtX Advisory Solutions' Daniel Phillips, CFA, Chief Investment Officer, and David Robinson, Head of Strategic Partnerships, discuss Portfolio BASE Building! https://lnkd.in/eR274i9P #MMIAdvisoryInsights #FinTech #BASEBuilding  

In this short clip, Ylva Oertengren talks about Simply Asset Finance's ambitious goal during the migration to our platform - "zero business disruption" for their customers and their Sales team. Working with the team at Simply, we not only achieved it, it's been a "massive success". Stay tuned for more snippets over the next few days, leading up to the full video. We can't wait to share more on how we're helping clients make a real impact in the asset finance industry! #ClientSuccess #ZeroDisruption #Lendscape #Fintech #UnlockingPotential #TransformingFinance #AssetFinance #Collaboration #Innovation #EnableSmarterLending

At Quantmatix, our mission is clear: to empower clients with clear strategic insights that drive outperformance and wealth creation in global financial markets. In the investment management industry, where precision and foresight are paramount, our AI-driven analytics offer a transformative edge. Learn more about Quantmatix: https://lnkd.in/eBEvqdXV #AssetManagement #Asset Allocation #WealthManagement #PredictiveAnalytics #InvestmentStrategy #FinTech

With the industry hyper-focused on personalization and customization, the ability to offer bespoke portfolios to investor clients is becoming table stakes, requiring coordination and finding the right balance of partners. Asset managers, wealth managers, and tech providers all have a critical role to play in helping #FinancialAdvisors meet the sophisticated needs and heightened expectations of their high-net-worth clients. Thank you to moderator, Brad Baker and panelists Dana M. D'Auria, CFA, Chris Scott-Hansen, and Gregory Weiss for sharing your insights on the current state of portfolio personalization, where it is headed in the future, and the role of product versus platform. https://bit.ly/4cVcOkF #MMIAnnualConference #InvestmentManagement #AssetManagement #WealthManagement #Fintech

⏳ Time is Money – Just Ask Jack Marston ⏳ At Clifton Asset Management Plc, Jack Marston and his team are laser-focused on streamlining their financial advice processes, reducing manual work, and automating wherever possible. As Jack shared in a recent #TeckTalk conversation with David, the goal is simple: if it saves time, it’s a no-brainer. This focus on time-saving highlights a frustration many financial advisers share—too much time spent on repetitive tasks and not enough on clients. That’s why tools like Fintegrate are designed to ease these pain points, helping advisers work smarter, not harder, and spend more time doing what they love to do, meet with clients! #FinancialAdvisors #FinTech #AdvisorBuilt #EfficiencyInFinance #Innovation