AlphaNotes’ Post

This is how today’s successful RIA’s grow their firm!! This is a testament to the hard work that the Wealthquest folks put into their CRM to ensure growth, efficiency and a darn good firm to attract future hires! Technology for the win! #crm #crmforwealthmanagement #Dynamics365 #wealthmanagement #salesforce #ssncsalentica #microsoft #workflow #efficiency

Here's how #SSNCSalentica provided Wealthquest with powerful, end-to-end workflow automation capabilities to streamline operational and compliance tasks with Engage CRM. https://hubs.li/Q02s9_V80 #fintech #wealthmanagement #SSNCSalentica

#SSNCSalentica provided Wealthquest with powerful, end-to-end workflow automation capabilities to streamline operational and compliance tasks with Engage CRM. Read more about it in our blog post: https://lnkd.in/eG89QiQK #fintech #wealthmanagement

If manual tasks and clunky workflows are slowing your team down, AdvicePay’s API is just what you need! Integrate it with your systems to automate tasks, improve data accuracy, and create a consistent experience for your firm. Think streamlined client management, smooth invoice processing, and easy eSign workflows. 🤩 Discover how our API empowers broker-dealers and large RIAs to ditch the busywork and boost revenue. Learn more in our recent blog post: https://hubs.la/Q02H8gpX0 *Note: API access is only available with AdvicePay Enterprise plans #APIIntegration #FinancialPlanning #Automation #EnterpriseSolutions #BrokerDealer #WealthManagement #FinTech

At VIP Apps Consulting, we provide a complete approach to process optimisation, encompassing business and systems in concert, and ensuring time and money is focused on the areas that will benefit the most from change. For automated document workflows this results in: - Faster approvals and quicker lending decisions - Reduced errors, improved accuracy and better compliance - Empowered teams focussing on strategic initiatives Our team of consultants guide you through the entire workflow automation journey; understand your goals and make technology recommendations. Our experts design and implement customised automation strategies that streamline your originations process; with human verification built in. Read more on the latest thinking transforming the Asset Finance industry: https://lnkd.in/d2WiphUg #DocumentAI #AssetFinance #VIPAppsConsulting #Insights

Strategically automating your post-trade data processes can benefit your business, increase efficiencies and help to reduce operational risk, all while supporting your role in trading operations and streamlining your daily activities. XDESK from AQX Technologies enables your business to: Capture - whether you are using real-time trading flow, flat files or manually adding trades.

 Integrate and Process - aggregation, allocation, commission and reconciliations are all covered, alongside a full suite of management reporting tools.

 Distribute - execute and settle in real-time, with auto-generated & uploaded regulatory reports and third-party integrations.

 To find out more about how we can help you, or to request a demo, head to - https://lnkd.in/ex54CbU2 #Automation #Settlement #PostTradeTechnology #Efficiency

Our AI gives you the insights you need to connect with clients on a personal level and provide the support they expect🤖 Check out how these features can transform your client engagement!🌐https://bit.ly/3UWlW0s #IB #B2Bevent #Networking #Business #Finance #Fintech #IB #CRM #CustomerRelationshipManagement #Brokers #Brokerage

In 2019, the lang cat along with Origo produced a report which said 85% of financial advisers believe a lack of integration between technology is the major cause of business inefficiency. Fast forward 5 years and intelliflo have recently released a similar finding, but this time the figure stands at 94%. We're on a mission to solve this pain point by integrating technology and eliminating the need to manually key data. The video below, which Joseph Williams and Matt Wiltshire demonstrated at last weeks AdviceTech Catwalk, offers an insight into how we intend to do this. 📽 the lang cat Origo intelliflo FE CashCalc Fintegrate Transact Aviva for Advisers AdvisoryAI SugarCRM FNZ Group

🚀 Unleashing Broker Potential: Custom Trading Automation Software for Unmatched Performance In the fast-paced world of trading, efficiency and precision are essential. Custom trading automation software provides brokers with the tools they need to stay ahead, offering unmatched performance through tailored algorithms, real-time analytics, and seamless integrations. 📊 Key Advantages: Speed & Accuracy: Automate trades with precision, executing strategies faster than manual operations. Real-Time Insights: Stay informed with real-time data and analytics, empowering brokers to make smarter decisions. Customization: Tailor software to meet your unique trading needs, from risk management to market analysis. Scalability: Adapt to market changes effortlessly with scalable software solutions that grow with your brokerage. Unlock the full potential of your trading operations with custom automation software, and take your brokerage to the next level! #TradingAutomation #BrokerageTech #CustomSoftware #FinTech #TradingSolutions #DigitalTransformation #BrokerageInnovation #Automation

Brokerage company connected MetaTrader 5 Automations to ensure the smooth operation of all its services. This service automates routine operations and assists brokerage companies in freeing up resources. In just a few clicks, you can automate customer communications, platform maintenance, as well as account, trades, and trading settings management. "MetaTrader 5 Automations enables quick and efficient setup for a trouble-free system, saving both time and money. The decision to make MetaTrader 5 our primary platform is a testament to our commitment to be a customer-driven company," says company's Chief Operation Officer. This service minimizes errors, enhances conversion rates, and improves crisis response times. With MetaTrader 5 Automations, brokers can reallocate resources to other critical tasks and thus advance business scalability while minimizing financial losses. https://lnkd.in/eUJ_mhSg