Wealth Management EDGE’s Post

What a great session at Wealth Management EDGE! Big thanks to Oleg Tishkevich (Invent), Schyler Adams, CFP® (Allianz), Andree Mohr (Integrated Partners), Phil Nuttall (STRATOS), Rusty Sommer (Flyer Financial Technologies), and our own, CEO at ARQA, Haik Sahakyan for sharing the "secret sauce" and valuable insights on how advisors can leverage technology to build their own "digital ecosystems." #WMEDGE #WMEDGE2024 #WealthManagement #WealthTech #AI

Always an honor to take the stage at Wealth Management EDGE. Our panel covered about some of my favorite topics, #fintech 💻, #entrepreneurialadvisors ⭐️, and #growth 🚀 Integrated Partners #Integrated #WealthManagement #finance #techstack #wealth #financialadvisors #independentadvisors #RIA #advisoryservices #entrepreneurs

Our latest episode of In The Money, hosted by Rusty Sommer dives deep into the wealth tech revolution with industry visionary Joe Duran 🚀 Discover why having a strong brand promise and a seamless #tech experience are game-changers for advisory firms! Is your tech stack enabling you to deliver a unique client experience? 🖥️🤔  Let’s redefine success together. Tune in now! 🎧 https://lnkd.in/eqt9FaeG #WealthTech #Innovation #GrowthStrategies #InTheMoney

If you’re investing in a tech company, it’s vital that the founder of the business knows how to get on the tools. Having a tech background is essential, particularly in the do-or-die early days of the business. Rajeev Gupta, Partner and Co-Founder of ALIUM Capital Management delves deeper into this during his discussion with Neelan Sornalingam and Joel Xuereb of Bridge, as we talk about how to find winners when investing in the tech sector. #sydneyfinance #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

Activation Rate: A Key Metric for Investor Analysis #ActivationRate #AhaMoment #UserRetention #GrowthMetrics #StartupInvesting #ProductMarketFit #UserOnboarding #InvestorInsights #TechMetrics #CustomerEngagement

Tobias Mende and Darrena Mamm have been developing a new approach for Tech Due Diligence: testing, applying feedback, and having conversations with investors and founders. Many VCs are going through a tech DD process, but the current way doesn't seem to be covering many important points. "We wanted to apply our holistic view of product development to tech business development in general. We asked ourselves: what would be the criteria to look at to determine the future success of the business?" Now we are ready to offer our Tech+Product Due Diligence - holistic, deep, analytical, strategic, actionable. The difference is - WE HAVE THE FIX: we are not here to just figure out the issues, we are here to solve them and enable the teams to make better decisions on their own. We invite the best experts from our network to join forces and get founders back on track. Sustainable growth is built by great teams. Happy to chat about it - send us a message! Want to share with your Investor friends - we are here for it! #techduediligence #vcs #vctechduediligence

A New Day in WealthTech. We are excited to share that global WealthTech leader, InvestCloud, Inc. has announced a new strategic direction, setting its sights on enabling a smarter financial future. The essence of the new direction is rooted in the utilization of the significant data that underlies the company’s broad set of technology solutions to enable clients to deliver personalized, actionable insights and real intelligence to further enhance the way their clients serve their end-customers. InvestCloud plans to combine its market-leading assets in new ways, uniquely positioning it to create unmatched value for clients and advisors. With meaningful opportunity surrounding the macro trend of the democratization of alternative investments, the broader distribution of alternatives in a model-based environment is a sweet spot of InvestCloud’s business, and one of several important use cases where the company can provide differentiated value to its clients, financial advisors and the end customer. The company is focused at delivering this value through any number of important use cases facing the wealth industry today, which will benefit clients in the short and long-term. As part of its new strategic direction, InvestCloud introduced a refreshed brand identity underscoring its focus on innovation and hyper-personalization, as well as signifying its leadership position and market opportunity. To celebrate their next chapter, InvestCloud hosted a Global Town Hall for all employees from the Nasdaq Market Site, symbolizing the company’s commitment to connected technology and sending a signal that InvestCloud is entering a new era of innovation, integration, and intelligence. 👏 Congratulations to my partner Jeff Yabuki, InvestCloud Chairman & CEO, and Motive Partners’ Chairman, and the entire #ICProud Team! 👏 Read More about why it’s a New Day at InvestCloud: https://lnkd.in/ex7Mwd3G #WealthTech #WealthConnected #NewDay #PrivateEquity #Innovation #Fintech

Picture this: Your venture has just secured a group of enthusiastic LPs, ready to fuel your fund's growth. But here’s the twist – the real challenge begins now. The investor onboarding process, often underestimated, can make or break the momentum you've built. Long, tedious onboarding? That's a pitfall you want to avoid. ✨ Enter ACE Alternatives' Proprietary Onboarding Portal. We're transforming this crucial phase into a seamless, efficient, and enjoyable journey for both fund managers and investors. Here's how: 1. Speed and Simplicity: Accelerate onboarding by up to 10x. Our intuitive portal means you spend less time on paperwork and more on results. 2. Self-Service Meets Support: Empower investors with a self-service platform, complemented by a dedicated support team for that personal touch. 3. Digital Identification & Signature: Secure and swift ID verification powered by best-in-class provider Nect GmbH, coupled with digital signatures, streamlines the process, keeping it hassle-free. 4. Automated Document Management: Say goodbye to manual errors with automated subscription document rendering. 5. Unparalleled Security: We prioritize data safety, ensuring peace of mind for all parties involved. 🌟 The bottom line? Don't let the onboarding process be an afterthought. With ACE's cutting-edge solution, transform this phase into an asset, not a bottleneck. Ready to experience the future of investor onboarding? Join us at ACE Alternatives and set a new standard in investor relations. Book your product demo through the link in comments! #InnovationInInvesting #DigitalTransformation #InvestorOnboarding #investorrelations #fintech #venturecapital #linkedin #update #2024 #ai

Discover how Exocet Tech revolutionizes financial landscapes with flexible and innovative solutions tailored to your needs. From empowering startups to streamlining corporate giants, we're the catalyst for your financial success. Join us in shaping a dynamic future. #EmpoweringBusinesses #ExocetTech #FinancialInnovation #FlexibleSolutions #InnovationLeaders