Plannr Technologies Limited’s Post

We're excited to introduce Envestnet Payments! This new tool empowers fee-for-service RIAs and financial advisors to accept credit card and ACH payments with ease while staying compliant. https://bit.ly/4fdkOOx Envestnet Payments equips advisors with the ability to offer their clients flexible fee options, including subscription, hourly, and retainer. As pricing structures for advisors become increasingly complex, having a user-friendly and scalable billing solution is essential. Join us for a webinar where we'll showcase our integrated financial planning and fee-for-service billing experience with MoneyGuide and Envestnet Payments and discuss: ✅ The different fee structures and models advisors use for planning ✅ How advisors can demonstrate their ROI to clients within MoneyGuide ✅ How to launch from a plan to Envestnet Payments, allowing invoice creation and billing Secure your spot today!

Ready for a truth bomb? Having all your data scattered in different platforms is holding you back from making more money. The reality is, your third-party systems for accounting, rating, payments, data providers (and more) need to be able to talk. Data that easily integrates and communicates = maximum efficiency. Here's an example of all the data that can be merged into one platform: ⚡️ Payment processors ⚡️ Accounting systems ⚡️ External databases ⚡️ Carrier solutions ⚡️ Virtually any new insurtech You can do all of this AND support the rate / quote / bind process with the Surefyre platform. Check out our solution here 👉 https://loom.ly/_mdtujA

https://lnkd.in/d3E2XkA8 "OmniaBPM is not just a tool; it’s a game-changer that is reshaping the #financial landscape in profound ways. Let’s explore how this powerful platform is not only transforming finance but also revolutionizing the way both end-users and developers interact with technology." #OmniaBPM #lowcodeplatform

If you are looking to obtain a real-time view of any outstanding payments, as well as having an easy way to prioritise debts and chase the late-paying owners, this module is well-suited to you. 💼🖥️ What’s more, our multi-service block management software allows you to save time on chasing late payments and streamline cash collection performance. Enquire today and speak to one of our experts. https://buff.ly/3qz439U #PropertyManagement #CreditControl #MultiServiceManagement #BlockManagement

If you are looking to obtain a real-time view of any outstanding payments, as well as having an easy way to prioritise debts and chase the late-paying owners, this module is well-suited to you. 💼🖥️ What’s more, our multi-service block management software allows you to save time on chasing late payments and streamline cash collection performance. Enquire today and speak to one of our experts. https://buff.ly/3qz439U #PropertyManagement #CreditControl #MultiServiceManagement #BlockManagement

If you are looking to obtain a real-time view of any outstanding payments, as well as having an easy way to prioritise debts and chase the late-paying owners, this module is well-suited to you. 💼🖥️ What’s more, our multi-service block management software allows you to save time on chasing late payments and streamline cash collection performance. Enquire today and speak to one of our experts. https://buff.ly/3qz439U #PropertyManagement #CreditControl #MultiServiceManagement #BlockManagement

Why embedded finance will accelerate in 2024 "Now, thanks to continued innovation of APIs, financial sector leaders have gained confidence in their ability to support automation and generate scalability with new embedded-finance offerings"

Staying in the loop has never been easier with Speaks Financial Group! 📚✅ We're continuously enhancing our payment processing software to provide you with top-notch services. Such updates keep your processing capabilities on par with industry standards, ensuring smooth agent-customer interactions. So, whenever a new dawn breaks, or whenever your software needs an update (whichever is sooner), count on SFG 🧡 Our users are at the center of all we do, and your convenience is our top priority. So, let's continue growing stronger, safer, and smarter together! ⭐️💼 🌐 #SFG #FinancialUpdates #SoftwareUpdates #CustomerFirst

📊 Navigating Financial Health: How do you keep track of your non-payments?   Managing non-payments is crucial for maintaining financial health. When payments are not made on time or in full, it can impact a company’s cash flow, financial stability, and overall operations. In the intricate world of finance, managing non-payments is akin to tending a delicate garden. 🌱 When payments falter, it reverberates through cash flow, stability, and operations. Let’s delve into the pragmatic side of the ledger. 💼 🔍 Atradius Flow: Your trusted companion in this journey. 🤝 It keeps watch over non-payment cases, ensuring they don’t slip through the cracks. 🕵️♂️   Effortless Reporting: With a few clicks, Atradius Flow channels non-payment cases directly to the experts. No delays, no missed beats. 🚀 Claim Protection: Atradius Flow transforms non-payment cases into protective claims. 🛡️ Safeguard your business against financial discord. Real-Time Updates: Atradius Flow whispers timely updates—like a reliable confidante. 🗣️ Stay informed, adjust your strategy, and harmonize your financial score. 🌐 Explore Further: Curious about #AtradiusFlow? Visit www.atradius-flow.com or connect with me directly. #AtradiusFlow #Atradius #creditinsurance #managingriskenablingtrade #D365BC #BusinessCentral #NAV #AppSource #creditmanagement #nonpayments #cashflow #financialhealth #automation

If you are looking to obtain a real-time view of any outstanding payments, as well as having an easy way to prioritise debts and chase the late-paying owners, this module is well-suited to you. 💼🖥️ What’s more, our multi-service block management software allows you to save time on chasing late payments and streamline cash collection performance. Enquire today and speak to one of our experts. https://buff.ly/3qz439U #PropertyManagement #CreditControl #MultiServiceManagement #BlockManagement