Buttonwood Due Diligence’s Post

This article shows the potential advantage of ERISA over state regulated plans. Can states regulate self-funded plans?Let us show you how to take advantage of this and other advantages for small group clients. #Erisa, #Selfinsured, #smallgroup, #Rxsavings

Fee validation doesn't have to be complex. Our ground breaking fee validation solution FAIR delivers easy to understand reporting using a proprietary scoring matrix to enhance report clarity. Making it easier to identify and address any fee-related issues, providing transparency to all stakeholders. As former LPs, our FAIR team have the expertise to extract and understand your unique LPA terms. Find out how we can give you peace of mind that your fees are accurate for your individual funds and your cumulative portfolio. Request a demo: https://okt.to/Kfq037 #feevalidation #LP #LPA #managementfees #alternativeassets #alternativeinvestment #privatemarketintelligence

Did you hear about the webinar with Gary Heldt a couple days ago? Over 400 agents, advisors, and RIAs were watching! It was called, "3 secrets to getting accountants to generate leads for YOU!" Gary's strategies showed how to tap into a new source of referrals, clients, and AUM. I encourage you to watch the replay today and learn more about T.A.P. at https://lnkd.in/eqrrsqwU #webinar #webinarreplay

With critical deadlines and statutes approaching, businesses should review their options, especially in the area of credit and incentives. Learn more in this informative on-demand #webinar from alliantgroup: https://lnkd.in/gB9-yvZx

"Celebrate Dussehra with VSure Consultancy Services! Triumph over your financial challenges and secure a prosperous future. Start your journey today!" visit here - https://lnkd.in/eF7aMDm3 #HappyDussehra #VsureConsultancy #FestiveVibes #ConsultingServices #DussehraCelebrations #BusinessSolutions #SuccessStories #ExpertAdvice #ProfessionalConsultants #DussehraSpecial

Sectigo recently unveiled the findings from a Forrester Consulting Total Economic Impact™ (TEI) study... The results speak for themselves, Forrester found that by adopting SCM, customers can achieve within 3 years: 243% ROI $3.39M NVP $4.78M benefits incl. $2.4M reduced outage costs … And your money back within 6 months.

Against the #ConsumerDuty backdrop, all firms should be considering whether the delivery of their ongoing service propositions and processes are fit for purpose, writes Roderic Rennison, a founder and partner of Catalyst Partners. Read Roderic's full article for Money Marketing below. #FCA #FinancialAdvice #FinancialPlanning https://lnkd.in/epV4W6_c

Let's see how Bautomate could have addressed issues like Hindenburg Research vs SEBI: -Centralized document management for financial reports. -Regulatory and compliance rules for security protocols -Transparent reports and analytics for patterns and anomalies -Dynamic dashboards for real-time data and report generation during audits https://lnkd.in/d_5XjYhj #Automation #Bautomate #Financialautomation #Hindenburg #SEBI #HindenburgvsSEBI #Automateddocumentmanagement #DigitalRepositories #Reports #Audits #Compliance

Having the right data and being able to produce it in a timely manner is key. Ongoing adviser reviews are arguably one of the most important challenges facing financial intermediaries. #FCA #ConsumerDuty #CatalystPartners

📈 A Dive into White Label Solutions Completes Finalto Broker Series 🌟 We’re pleased to wrap up our Broker Series with an in-depth look at white label solutions. This edition highlights the benefits of white label solutions, such as cost efficiency and faster market entry. 🔍 Explore the complete whitepaper here 👇 and learn how White Label solutions can help your brokerage. https://lnkd.in/ddcD2UJg #WhiteLabelSolutions #FinaltoBrokerSeries #FinancialServices Service available only to Professional clients and varies per jurisdiction – Trading involves significant risk of loss.