Symmetry Capital Markets’ Post

You want to: automatically collect prospect financial info, naturally connect with prospects in your sales meetings, & effortlessly show clients their progress beyond just investment returns. We’ve got you: https://hubs.la/Q02y8Hmg0 #fintech #financialplanning #financialadvisor #wealthtech

“We’ve been told that the simplest way to close a client is . . . to put the client through a very simple risk tolerance assessment, creating a ‘score’ from 1-100, and then put the client’s portfolio through a similar 1-100 assessment.” But what if you want a more in-depth conversation about a prospect’s current portfolio? In the latest edition of Inside Information, Bob Veres takes a detailed look at how VRGL enables advisors to demonstrate value and achieve a 50% decrease in decision timeframes from prospects. We’ve attached the full article in this post for you! #WealthManagement #Fintech #WealthTech #ClientAcquisition

Calculation power, reliability, customization – these are just a few of the elements that define a truly exceptional Portfolio Management System. Learn what else you should be looking for in this Advisor.ca interview with Croesus' Product Leader Annik Voyer : https://bit.ly/3xKSi6G #AdvisorEfficiency #ClientRelationships #WealthTech #PortfolioManagementSystem #WealthManagement #FinTech #WealthTech #PMS #FinTechSolutions

#ICYMI, now you can watch this on-demand webinar for a recap of our 2023 research findings, critical feature rollouts, and an overview of our 2024 vision as we help you go beyond the plan with your clients. 👇🏽 Free sign-up here. #eMoneyAdvisor #fintech #financialplanning

Join us on May 14th to learn how "probability of success" can often lead to negative client outcomes, and how to navigate away from it. Register here: https://hubs.ly/Q02vLXy80 Johnny Poulsen #fintech #financialplanning #financialadvisor #wealthtech

Excited to share this interview with Advisor.ca where I detail, as Product Leader at Croesus, the key elements of a high-performing Portfolio Management System. 🚀 Calculation power, reliability, and customization are essential, but there's much more to consider! 💡 Discover my insights in this article and tell me: what do you think are the biggest challenges in portfolio management today? 🤔 #AdvisorEfficiency #ClientRelationships #WealthTech #PortfolioManagementSystem #WealthManagement #FinTech #WealthTech #PMS #FinTechSolutions

Our bespoke platform contains value-added features and empowers you to complete and file validated reports in the quickest, most intuitive, and least stressful manner! Experience the pinnacle of efficiency | 3x Speed, Value, & Quality Guaranteed. Learn more at the link in the comments. #FileWithConfidence #FinCEN #CapitalMarkets #Business #Technology #Innovation #Future

🚀 Your All-In-One DPM Process Stop jumping around different software systems to find the perfect investment strategy for your client’s needs. Our newly developed Discretionary Portfolio Management Process covers everything from client profiling to contract signing. 🤔 Want check it out yourself?  👉🏼 Follow the link in the comments below to get your 14-day trial or contact our #wealthtech expert Dennis Ritter, Christian Hanke or Christian Terpe! #wealthmanagement #wealthsimplified #fincite #fintech

What advantages could digital collateral provide to market participants? Marton Szigeti, Head of Collateral, Lending and Liquidity Solutions at Clearstream, explains the potential benefits of this new collateral category to Aerial View. #collateral #digitalcollateral #digitalassets #aerialview #aerialviewbites #bnymellon #cutthroughthecorporate

Discover Alloq, an advanced software solution for institutional portfolio managers. Alloq transforms allocation management with a focus on rebalancing, currency hedging and LDI, offering unparalleled robustness and accuracy. Alloq aligns seamlessly with client mandates and ensures future-proof allocation management. The dashboard provides deep insight into client risks, while full traceability and a robust structure give confidence when making adjustments. Request a demo now: https://lnkd.in/etKDEHDJ #allocationmanagement #rebalancing #currencyhedging