moCal’s Post

The "advice gap" debate ebbs and flows, yet the challenge remains as critical as ever. 🌊 Our CEO, Stephen Andrews, recently shared his insights with FT Adviser on how technology and platforms can address this ongoing issue. How can we bridge this gap? The potential of technology, from robo-advice to advisory platforms, offers promising solutions. We believe it's essential to focus on tech that not only facilitates investment but also enables genuine advice, fostering stronger client relationships and better financial outcomes. 📖 Dive into the full article here: https://lnkd.in/exhsgxMP #FinancialAdvice #AdviceGap #FinancialPlanning #InvestmentPlatforms #FinancialServices

Nordic WealthTech provides secure, affordable wealth management platforms for small and medium-sized firms and family offices with a customer-centric approach that outperforms traditional financial institutions. Influenced by Nordic design, the region produces some of the most user-friendly and efficient WealthTeach solutions in finance. "The larger technology providers are the reason we exist and we are their opposite in many ways... We are nimble and efficient and have a competitively priced product that is specifically built to serve small to medium-sized firms and family offices," says Crispin Rolt, CCO of Performativ - Wealth Management Software 📎 Read more in our latest insight: https://hubs.la/Q02j6FPr0 #FamilyOffice #WealthManagement #PrivateWealth #NordicWealthTech

📊 Customize Your Ledger System to Fit Your Business Needs with Solushyfy! 📊 At Solushyfy, we understand that every business has unique financial management needs. That's why we offer customized ledger systems tailored specifically to your business requirements. 🔹 Personalized Solutions: Our team works with you to create a ledger system that aligns with your financial processes and goals. 🔹 Enhanced Efficiency: Streamline your financial management with a system designed to optimize your business operations. 🔹 Accurate Tracking: Keep precise records of your financial transactions and make informed decisions with confidence. Let us help you customize your ledger system for optimal performance and business growth. #LedgerSystem #CustomizedSolutions #FinancialManagement #BusinessEfficiency #Solushyfy #TechInnovation #BusinessGrowth #FinancialSolutions #CustomSoftware #OptimizeYourBusiness

🌟 Exploring Client-Centric Approaches in Financial Advisory 🌟 At CollabHub, we understand the paramount importance of putting clients at the heart of every financial advisory service. Here's why client-centric approaches are crucial in today's landscape: 1️⃣ Personalization: Tailoring financial plans and strategies to meet the unique needs and goals of each client ensures a more meaningful and impactful advisory experience. 2️⃣ Trust Building: By actively listening to clients' concerns, preferences, and objectives, financial advisors can build trust and credibility, laying a solid foundation for long-term relationships. 3️⃣ Empowerment: Providing clients with comprehensive information, education, and support empowers them to make informed decisions about their financial future, fostering a sense of ownership and confidence. 4️⃣ Continuous Engagement: Maintaining open lines of communication and proactively engaging with clients on a regular basis demonstrates commitment and dedication to their financial well-being, leading to increased satisfaction and loyalty. At CollabHub, we're committed to championing client-centricity in financial advisory practices, ensuring that every client receives the personalized attention and support they deserve. Let's elevate your advisory services together! 💼🚀 #ClientCentricity #FinancialAdvisory #CollabHubInsights #usparaplanning #usparaplanning #ukaccounting #paraplanning #virtualassistant #automation #OutsourcingTrends #CollabHubInsights #BusinessInnovation

Discover the pathway to maximizing billable hours and supercharging productivity with BAASS Financial Solutions for Family Offices! Streamline operations, ignite automation, and foster collaboration to prioritize your clients' needs. Register today for BAASS Connect 2023 remote to learn more from experts. https://hubs.la/Q029CLd10 #PaymentAutomation #AccountsPayable #AccountsReceivable #BAASSConnect2023Remote

🌐 Rediscover Digital Wealth Solutions 🌐 Embarking on a journey of innovation and dedication, we’ve been continually developing and improving our AdviceTech platform for financial advisers and their clients. As we continue to evolve, we’d like to take a moment to reconnect. 👋 Meet Digital Wealth Solutions: Originating from a collaboration with a traditional wealth management firm in 2017, we sought to blend our understanding of financial advice with our appreciation of the burgeoning potential of technology. The outcome was our pioneering digital wealth management platform. 💻 With our platform, you can interact with your clients efficiently and conveniently. Each feature on our platform seamlessly covers the entirety of the financial advice process - from the initial client onboarding to continuous advisory service. Plus the benefit from auto-generated evidence of those interactions. 🤝 Whether you've journeyed with us from the start or are just getting to know us, embrace a partnership that drives growth and transforms your financial advice business. Learn more about us in the video below; #DigitalWealthSolutions #TechInFinance #ConnectWithUs

With the integration of Envestnet | Tamarac + Wealthbox, advisors can now seamlessly access their clients’ Tamarac financial accounts directly within the Wealthbox. Explore: 🔸 How Tamarac can help run your business with greater efficiency, scale, and profitability 🔸 How Wealthbox’s “social CRM” product allows you to collaborate and manage like never before 🔸 How you can use access account details, holdings, billing information, and custom fields from Tamarac within the Wealthbox Contact Record Don’t miss this deep dive: https://bit.ly/3IWQHNq

Augmented advisor experience by bringing together multiple and disparate systems and data sources, such as CRM and financial planning, in a single, integrated dashboard, enabling advisors to access information efficiently. Sounds simpler than it is! Read more about our partnership and the differentiated experience we’re delivering: https://hubs.ly/Q02GW2G90| #intelligentadvisor, #advisorefficiency

I spent 7 years in the hospitality industry and this taught me that client satisfaction is the utmost top priority. Hear from some of our clients sharing their journey with Investera on Capterra! One of our clients, a leading investment firm in the MENA region, boosted their portfolio’s performance by 25% within JUST a year using our platform. Discover why our clients trust Investera. Schedule a demo! #ClientTestimonial #InvestmentSuccess #CustomerExperience #TrustedPartner #InvestmentJourney

🎉 Exciting News! 🎉 🚀 We’re thrilled to announce that GReminders and PreciseFP have officially joined forces! As strategic partners, we’re committed to revolutionizing your financial advisory experience. Here’s what you can expect: 💡Automated Engagements: When clients or prospects schedule appointments through GReminders, PreciseFP Engagements kick off automatically. Say goodbye to manual data entry! 📅 Automate Scheduling: When Clients or Prospects complete a portion of a PreciseFP Engagement you'll now have the ability to embed your GReminders Booking Link for them to schedule. Imagine the seamless transition from scheduling meetings to gathering essential information—all in one streamlined process. GReminders Integration: 🔗 Learn how to seamlessly integrate GReminders with PreciseFP: https://lnkd.in/dmDRH6HD 🔗PreciseFP Integration: Discover how to add GReminders to your template: https://lnkd.in/dHmkv33V 🎙️ Exclusive Webinar: Mark your calendars! Join us for an upcoming webinar where we’ll showcase both sides of this integration in a tech demo. Get a firsthand look at how GReminders and PreciseFP work together seamlessly. Don’t miss out! 🎟️  🔗 Register Here: https://lnkd.in/dPvTS8AR 🌟 Why This Matters: Together, we’re transforming the way financial professionals engage with clients. Whether you’re a seasoned advisor or just starting out, this partnership empowers you to provide exceptional service and build stronger client relationships. #GReminders #PreciseFP #Partnership #FinancialAdvisors #WealthTech #Integration