Finverity’s Post

Have you ever tried to scale a new product, only to find your money flow infrastructure couldn't support it? Here's a solution that can help you avoid that scenario.

📈 Elevate your firm's billing operations with BridgeFT's WealthTech API platform! 💼 Our Fee Billing application, powered by the WealthTech API, is revolutionizing the way firms manage fees across multiple custodians. Our enterprise-grade solution features a robust billing engine that automates complex calculations with ease, streamlining operational efficiency. Leveraging our custodial data aggregation services ensures data accuracy, giving you peace of mind knowing that your billing information is always up-to-date and precise. With flexible billing plans covering over 95% of wealth management scenarios, BridgeFT's Fee Billing application empowers firms to customize billing structures to fit their unique needs. #wealthtech #feebilling #fintech #dataaggregation

Streamlining #TRS trading workflows with digitization. Wematch.live's Sales-to-Trader module integrates communications, optimizes trades & accelerates price discovery. By uniting clients, sales & traders on one platform, risks are mitigated & efficiency enhanced. With streamlined RFQs, lifecycle management & real-time data, this #fintech innovation empowers teams to navigate complexity with precision. The future of TRS trading workflows is digital. 🔗 https://lnkd.in/eS3zrVNj #Digitization #Communication #Collaboration #SecuritiesLending #SecuritiesFinancing #CollateralManagement #WematchLive

On the train again today, this time in the cheap seats with the cheap coffee 😭 Today, I am doing three things: 1. Meeting with Freddie Addison to lock down how Ningi integration with Seccl is going to take our RoboAdvise journeys to the next level of awesome 🚀 2. Meeting with Mark Stringer and the team to talk sales & distribution of said RoboAdvice 🤖 3. Cleaning my laptop, it's still gross 🤮 --- People don't reallllllly often know that 'we do robo-advice'... and not the silly kind, the kind that advice businesses can use to help manage demand among smaller AuM clients who might not be cost efficient to serve with more standard operating models. At this point, our tech has generated hundreds of personal advice + suitability reports with zero human input -> all the data flows into the Ningi backoffice too 🤯 Book a demo - https://lnkd.in/eRJRNMZx #roboadvice #fintech #advisertech #financialadvice #financialplanning

Unleash the power of your finances with Codelogicx's cutting-edge FinTech solutions. Your journey to financial innovation begins here! 💼🚀 #FinTechInnovation #Codelogicx #EnhancedSecurity #SeamlessTransactions #DataDrivenInsights #FacialRecognition #StreamlinedWorkflows #PowerfulDecisionMaking #FinTechExpress

What are we all about here at Forms Logic? ✅ Reimagining processing interactions. ✅ Total focus on the best client experience. ✅ Cutting through complexity to get simple done quickly. ✅ Being the best-in-class in financial technology. Ready to see for yourself? Schedule a demo today: https://lnkd.in/g-ASJ9BF #FinTech #FinancialServices #WealthManagement

Logicpath Spotlight: Credit Union Cuts Cash Holdings by 18.7% In 2023, Fort Community Credit Union partnered with Logicpath for the first time to streamline its cash management operations.   By automating cash ordering and leveraging data-driven insights, the credit union reduced cash holdings by 18.7% and saved 50% of the time previously spent on manual tasks. Fort Community CU continues to excel with Logicpath and C3 Financial by their side.   Want the full story? Read the case study here: https://ow.ly/SaX350TVBPI #FinTech #BankingInnovation #CashManagement

Discover how to achieve your goals precisely and simply with intelliflo redblack's user-friendly features and advanced automation. This holistic view empowers you and your US firm to make more informed and efficient rebalancing decisions, allowing you to rebalance households at scale by efficiently providing configurable global rules and preferences. Learn more and book a demo today: https://okt.to/Afi9gY #Rebalancing #WealthManagement #FinTech

Discover a game changer for the whole cash cycle! The NotaTray® may look like a simple box, but this tray for loose banknotes represents a paradigm shift. Standardization enables almost complete automation and facilitates collaboration. Its digital twin helps to digitize the entire cash cycle leading to dramatically improved efficiency. Learn more: https://lnkd.in/eSYUwaFT #CashCycle #Currency #Technology #NotaTray #cash