The Private Trust Company, an affiliate of LPL’s Post

The countdown to the official launch of Finalyst has begun! 📅🎉 Financial Planners and Agents, get ready to elevate your practice and transform your business to the next level. Finalyst is set to revolutionize the way you deliver financial advice, making it more personalized, efficient, and impactful than ever before. Mark your calendars for June 11th, 2024, as we unveil the craziest offer designed specifically for financial planners. The hype is real, and this is your chance to gain a competitive edge in the industry. Don't miss out on this monumental launch – the future of financial planning is here! 🚀💰 #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #InvestmentPlanning

Capability-Driven Financial Solutions: "Delivering capability, not just people" – a philosophy at the core of Coltech Global. Elevate your financial organisation with capabilities that drive success. Let's redefine financial excellence together! #financialcapability

This complexity makes producing a complete picture of how wealth is invested difficult and time-consuming. It can lead to unintended concentration risks, unnecessary costs, and ill-informed decisions.” – Hugh Porter, Landy Tech Flanks automates data gathering across all assets for financial institutions, wealth managers, and family offices. Get a global view and make smarter decisions. If you would like to learn more message me. #familyoffice #wealthmanagement #financialplanning #datadrivendecisions #multigenerationalwealth #wealthtech #familyoffice

We help you focus on what matters most to you. At RHS Financial, we understand the dynamic world of tech professionals. We're here to streamline your financial management, allowing you to concentrate on innovation and growth in your tech career. With our expertise, you can focus on breaking boundaries and exploring new frontiers, while we ensure your financial health is robust and secure. Free up your time to focus on what drives your passion, we can help. #TechProfessionals #FinancialFreedom #InnovateWithConfidence

🎉 Thrilled to announce that Xplan is on top! NextWealth’s Adviser Tech Stack report, has Xplan in top spot, based on strong user reviews (The most important metric, if you ask me!) 🎉 As a Product Manager, I've had the privilege of watching this product begin to evolve with improvements coming across the board, fostering ideas to reality. We’re on a mission to deliver the best experience to all of our users, and this type of recognition is proof that we’re on the right path. 💡 It’s a testament to the hard work, innovation, and dedication of the entire team. From delivering seamless user experiences to tackling the complex needs of the financial advisory world, we’ve strived to build a product that truly empowers advisers to make better decisions for their clients. This is just the beginning, and I can’t wait to see the response to some of the initiatives we have planned. 🚀 #WealthTech #TopSpot #Innovation #ProudProductManager #FinancialAdvisers #Technology #Xplan

As we transition into 2024, the resolutions and goals you set out to make may appear a little out of reach. That doesn’t have to be the case - it's the perfect time for financial advisors to step up their game. Join the Big Fish family and take advantage of our comprehensive marketing and client acquisition services. Start the year strong by becoming a client, and set the stage for unprecedented growth and success. Make 2024 your year of transformation with Big Fish Advisor Services. Let's achieve great heights together! #NewYearNewStart #FinancialAdvisors #BigFishAdvantage #2024Goals 🚀🌟

As we transition into 2024, the resolutions and goals you set out to make may appear a little out of reach. That doesn’t have to be the case - it's the perfect time for financial advisors to step up their game. Join the Big Fish family and take advantage of our comprehensive marketing and client acquisition services. Start the year strong by becoming a client, and set the stage for unprecedented growth and success. Make 2024 your year of transformation with Big Fish Advisor Services. Let's achieve great heights together! #NewYearNewStart #FinancialAdvisors #BigFishAdvantage #2024Goals 🚀🌟

Financial stress can take a toll on your clients' employees, leading to absenteeism, high turnover rates and poor health, while also hindering their ability to innovate and excel. HUB FinPath addresses these issues by offering organizations of all sizes access to trusted financial coaches, unbiased advice and effective money management tools. If you are headed to #SHRM24, visit us at booth #1632 to meet our FinPath team including Joey Goodspeed and Kyle Brown, CPFA to learn how we can help your clients and their employees enable the shift from financial safety to financial freedom as they pursue their financial goals. Discover more about FinPath and HUB's participation in this year's SHRM conference: https://ow.ly/X3fy50Seb4q #BreakingBoundarieswithHUB #FinancialWellness

Live from #LPLFocus! I sit down with Andres Mazabel to talk about the exciting Trust & Will and LPL Financial partnership. In just three to four months, over 1000 LPL advisors have started working with Trust & Will! In this interview, we talk about “the shift” happening around estate planning within the financial advisory world. We also highlight the news announcing Trust & Will’s new subscription pricing model offered to advisors! 🎉 Advisors now have more flexibility than ever to incorporate estate planning based on whichever model that works best for them. At LPL Focus? Drop by our booth and learn how we can support you! 👋🏻 #estateplanning #advisortechnology #tech #news

Don't forget Tech Stack LIVE is tomorrow! We're speaking as part of an exciting programme of workshops, panels and talks, all focused on the future of technology in the world of the financial planning profession. Full details are below; see you online! #Fintech #FinancialPlanning #FinancialAdviser