OneVest’s Post

We help your firm boost efficiency with software that seamlessly integrates with third-party systems. Watch the video to learn more: #FinTech #WealthManagement #Technology #Integration

Legacy Wealthtech Sucks! Are you frustrated with your firm's outdated client portal software? You're not alone. Many #investmentmanagement firms face high maintenance costs, poor customer support, and security concerns with legacy systems. It's time to consider a modern solution like #Invessed. Our platform offers advanced features, seamless integration, and exceptional customer support. Make the switch today and experience a client portal that meets your needs. https://lnkd.in/dg-JaYD4 #investmentmanagement #wealthmanagement #fintech

Financial advisors are turning to specialized software solutions to streamline processes, enhance client interactions, and stay ahead in a competitive market. But what does it mean for technology to be truly "purpose-built" for financial advisors? Tanya Tygesen, Sr. Director of Client Engagement for #SSNCSalentica reviews some of the key considerations to look out for in our latest blog. https://okt.to/bDtwRk #fintech #wealthmanagement

🚀 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗚𝗿𝗼𝘄𝘁𝗵 𝘄𝗶𝘁𝗵 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 & 𝗙𝗶𝗻𝘁𝗲𝗰𝗵 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀🚀 𝗔𝘁 𝗔𝗹𝗼𝗯𝗵𝗮 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀, we understand the unique challenges of the financial and 𝗳𝗶𝗻𝘁𝗲𝗰𝗵 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀. That’s why we specialize in delivering custom 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 designed to streamline operations, enhance security, and drive growth for businesses of all sizes. 💡 𝗣𝗼𝘄𝗲𝗿 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗚𝗿𝗼𝘄𝘁𝗵 – From advanced 𝗽𝗮𝘆𝗺𝗲𝗻𝘁 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗶𝗻𝗴 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 and 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 to 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 and 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝘁𝗼𝗼𝗹𝘀, our solutions are built to help you stay competitive in today’s rapidly evolving financial landscape. With our 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵, we ensure that your technology aligns perfectly with your business goals and regulatory requirements. Let’s collaborate to create innovative, scalable solutions that position your business for long-term success. 📞 𝗜'𝗺 𝗵𝗮𝗽𝗽𝘆 𝘁𝗼 𝗰𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗵𝗲𝗻𝗲𝘃𝗲𝗿 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 the right tools to power your financial operations. Let’s make 2025 your year of growth and innovation! #FintechSolutions #FinancialSoftware #BusinessSoftware #Innovation #TechForFinance #Growth #CustomSolutions #FinancialServices #DigitalTransformation #alobhatechnologies #Linkedin

🎉 New Feature Alert! 🎉 Explore the latest innovation from Receiptor: Live Expense Reporting, designed to streamline your expense reporting process effortlessly. With real-time updates and our intuitive interface, managing expenses has never been simpler! Click here to learn more: https://lnkd.in/gMCxyNcA #expensemanagement #innovation #receiptor #fintech #businessfinances

Exciting News!🎉 Today we announced the launch of our Revenue Management and Billing solution, which is fully integrated into the d1g1t enterprise wealth management platform. Advisors, Multi-Family Offices, RIAs, and Broker-Dealers can streamline their billing processes and elevate operational excellence with our innovative, multi-currency, sales tax-aware solution. Our high-performance billing engine handles complex fee schedules, scales efficiently, and integrates seamlessly across trading, document management, and client portals. Whether managing thousands or millions of accounts, our solution optimizes workflows and boosts operational efficiency. Read the full press release here: https://bit.ly/47vhtYt #WealthManagement #WealthTech #FinTech #FinancialAdvisors

Technology plays a pivotal role in streamlining processes, improving compliance, and enhancing client satisfaction and increase employees' productivity. That's why we're excited to share our white paper on "The Ultimate Software Solutions for Trust Administration, Corporate Services, and Alternative Funds." DOWNLOAD IT NOW 👇👇👇 https://lnkd.in/eFwrZCgC #solitaireconsulting #TrustAdministration #CorporateServices #fintech #SoftwareSolutions #Innovation #Technology

The best way to leapfrog the competition is to start your tech journey with purpose built solutions. Spend your time building your business, let us help you with our purpose built solutions. #CRM #CRMforWealthManagement #DYN365 #Salesforce #WealthManagement #CRMforAssetManagement #AssetManagement SS&C Technologies

Enhance your financial transparency with real-time payment reconciliation & settlement 💼💰 Transparency in transaction data is key to business continuity. Manual reconciliation is risky and inefficient. Automate your payment reconciliation and settlements with inswitch’s advanced financial technology platform. Gain real-time visibility and control over your financial operations. Read the full article on our blog to learn how inswitch can streamline your financial management: https://lnkd.in/dANgdkHe #fintech #financialmanagement #automation #settlement #reconciliation #businesscontinuity

Efficiency, accuracy, compliance - these are three words our clients consistently use to describe our proprietary software, FusionDMS. Revolutionize the way your financial institution handles credit bureau dispute management. https://hubs.ly/Q02rp7gF0 #Fintech #Automation #Compliance