WealthManagement.com’s Post

How do I scale my practice? Do I have the right people on my team? Am I using technology to my advantage? Am I current? Do I have a presence? Without fail, every week I receive numerous calls from Financial Advisors asking these questions. If you are challenging yourself to Be Better, here is an article from Independant Financial Partners that you may find to be an interesting read. At QFS we help advisors think ‘more modern’, find thier stride, and unlock thier futures. #BeBetter #unlockyourfuture #incrementalchange #feellikefamily #findyourstride

In WealthManagement.com's latest piece in the 'What's In My Wealthstack' series, advisor Eric Franklin of Prospero Wealth, LLC details the technology his firm uses to manage their practice and be more efficient. Spoiler alert: Prospero uses Advyzon for Portfolio Management, CRM, Trading & Rebalancing, and Document Management, and is maximizing the use of our all-in-one platform. Read more: https://lnkd.in/exNPHJEP

🤔 How much is your clients’ property worth? 🤝 PriceHubble and Fincite - Wealth Management Software joint forces to enable #wealthadvisors to make smarter real estate decisions. With the integration of PriceHubble into our Software CIOS, advisors can streamline their customers’ experience with explainable AI-driven real estate valuations. 💬 Christian Crain, PriceHubble’s Managing Director, puts it best: "The latest technologies make the valuation of property investments as easy as a bank account inquiry." This collaboration is a testament to our commitment to leveraging innovative solutions for superior #wealthmanagement. Want to learn more about CIOS’s new feature? Contact our Account managers Christian Hanke, Dennis Ritter or Christian Terpe for more information, or simply test it out yourself! 👉 Link in the comments below #WealthTech #Banks #propertyvaluation #finance #RealEstate

fpPathfinder and Moneytree Software Solutions have announced a strategic Knowledge Integration partnership. Moneytree Solutions' robust financial planning tools will be integrated with fpPathfinder's comprehensive guides, enhancing the planning experience for advisors and clients. 'This partnership aligns perfectly with our commitment to give planners and advisors the engagement tools they need to build stronger client relationships,' said Patrick Spencer, Managing Director of Moneytree Solutions. The integration will exist in Moneytree's new Elite platform, providing users access to fpPathfinder's checklists, flowcharts, and summary guides. These resources help advisors navigate complex planning concepts and provide personalized advice. 'fpPathfinder's guides will provide users of the new Moneytree Elite platform with an invaluable resource to dig deeper into planning concepts,' Spencer added. This collaboration underscores both companies' dedication to empowering advisors with knowledge and tools for comprehensive financial advice. #financialplanning #knowledgeintegration #advisors

Wealthtech firm FP Alpha will leverage digital client engagement platform PreciseFP’s main integrations as part of a new partnership. Advisors using planning software and other tech tools who don’t have a current integration will now have the ability to auto populate client data from those tools into the FP Alpha platform, FP Alpha’s Andrew Altfest, CFP® says. FP Alpha’s Charles Clark and PreciseFP’s Richard Thoeny also comment. READ MORE: https://lnkd.in/gMchDyAe #wealthtech #WealthSolutionsReport #FinancialAdvisors #WealthManagement

I'm just back from my holidays, trying to catch up ... you know the score. 🤯 Maybe you're the same. But before you get stuck back to the ironing pile 😱 take a look at this ⤵️ Basically, if you are considering changing the #FinTech that sits at the heart of your business you should consider intelliflo and their award winning tech. We were recently awarded Top Tech Firm at the Professional Paraplanner Awards. But don't take my word for it. Read this story from an actual customer, one of many who have joined us this year. #KeyLessDoMore #Wealthlink #FinancialPlanning #Cashflow #IncomeReconciliation

Venn Technology boosts financial efficiency and scalability with Martus Solutions, freeing up time for strategic growth and better client service! 🚀📊 Venn Technology #BudgetingSimplified #EfficiencyBoost https://hubs.li/Q02RDRLF0

Exciting Developments in #AdvisorTech! 🌐 Navigating the ever-expanding landscape of Fintech options for financial advisors can be daunting, especially with compliance considerations. The December 2023 issue of Kitces' Latest News in Financial #AdvisorTech sheds light on key developments. 🔍 The main takeaway: a plethora of Fintech solutions, but not all Compliance-approved. How do you choose the ones with the most immediate impact on your financial advisory business? 💡 Enter Cetera's Growth Officers - we're your compass in this tech terrain! We can help you sift through the noise and identify the solutions that align with your business goals. Stay ahead in the fast-evolving world of #AdvisorTech with Cetera's expertise! #Fintech #FinancialAdvisors #TechInnovation #Cetera

In The DI Wire’s latest installment of “Five Questions for…” the editorial team interviewed Brian Jones, Envision Financial System’s executive vice president. Since 1994, Envision’s software and services have helped asset managers and financial services providers automate their businesses with open systems and access to real-time data. Envision Financial Systems, Inc. Brian Jones Kelly Lynch John Gray #FiveQuestions #Envision #BrianJones #EVP #executivevicepresident #intervalfunds #financialservices #software #assetmanagers #automation #data #registeredfunds #marketplace #valuations #serviceproviders #operations #alternativeinvestments

What's In My #WealthStack CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.