I-Fulfilment’s Post

Elevate the investor experience with Bite Stream's Assist Invest feature. Give wealth managers and financial advisors access to your platform on behalf of their clients, allowing them to: ✍️ Create investor profiles 🖋️ E-sign sub-docs The outcome? Time-saving and simplified client interactions. #AssistInvest #WealthManagement #FinancialAdvisors

Let’s Talk Structured Products 📊 Let’s be honest—structured products can be a powerful tool for financial professionals, but they often feel a bit complex. That’s why we’re launching a new series to make them easier to understand and more accessible. First up: Evaluating the benefits & risks of structured products.  In this quick carousel, we break down how structured products can fit into your strategy, highlighting 3 key benefits and 3 key risks you need to know. Check it out below 👇 And this is just the beginning! Expect more bite-sized insights, videos, and deep dives to follow. Stay tuned—there’s a lot more to come! #Futora #LetsTalkStructuredProducts #InvestmentInsights #Investments #StructuredProducts

The countdown to the official launch of Finalyst has begun! 📅🎉 Financial Planners and Agents, get ready to elevate your practice and transform your business to the next level. Finalyst is set to revolutionize the way you deliver financial advice, making it more personalized, efficient, and impactful than ever before. Mark your calendars for June 11th, 2024, as we unveil the craziest offer designed specifically for financial planners. The hype is real, and this is your chance to gain a competitive edge in the industry. Don't miss out on this monumental launch – the future of financial planning is here! 🚀💰 #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #InvestmentPlanning

Do your antiquated processes leave you feeling out of touch with your investors? Our 1776ing Platform provides you with a suite of Investor Relationship tools designed to keep your investors engaged and ensure they remain “sticky” from offering to offering. Book a demo for details! https://lnkd.in/gf6ijKwT #alternativeinvestments

Our transformational journey continues with the launch of Conquest to enhance our wealth planning offering.

How are Wealthtech Tools Improving Financial Inclusion? We look into how wealthtech tools are improving financial inclusion with 10x Investments, TruStage Ventures, J.D. Power and Spectrum Search. Read More: https://lnkd.in/eTrgcNZY

On this episode of InDaloop we sat down with Andrew Meister, Senior Equity Research Analyst at Thrivent Asset Management, as he discusses the evolution of financial software and stresses the importance of accuracy in the industry. Learn about the transition from Lotus to Excel, the key features that made Excel the preferred tool, the significance of precise financial data, and the value of time-saving tools for analysts and portfolio managers. Tune in for insights that can revolutionize your approach to financial data and analysis! Click here to listen to the entire episode: https://hubs.ly/Q02DgZdC0 #Indaloop #FinancialSoftware #Accuracy #Insights

🚀 Exciting News! 🚀 Are you looking to elevate your financial strategy to new heights? Look no further than Finalpha! At Finalpha, we offer expertise, customization, and performance to help you reach your financial goals. Our tailored solutions are designed to optimize your returns and minimize your risks, ensuring that you receive personalized advice and services that align with your unique circumstances. With cutting-edge technology and data analytics at our fingertips, we leverage innovation to inform our investment decisions and enhance your financial outcomes. Trustworthiness is at the core of our values, and we prioritize transparency, integrity, and professionalism in every client relationship. Join us on the journey to financial success! Contact us today to learn more about how Finalpha can empower you to achieve your dreams. #Finalpha #FinancialServices #InvestmentStrategy #WealthManagement #FinancialGoals #Expertise #Innovation #Trustworthiness #linkedinfinance

Envestnet, Inc #ENVElevate has truly been a gift that keeps on giving. Great recap of our #industrytrends panel from Craig Iskowitz and Elana Iskowitz. Captures much of the discussion around the evolution of the #advisor #technology market and the proliferation of new #wealthtechs that are facing the #ria and #independentadvisor channels. Also, really appreciated the spot on representation of what I think the industry is getting all wrong about the #greatwealthtransfer Well worth the <5min read!

🚀💰 In this compelling follow-up episode of "WealthWise with Jordan Kimmel," we continue our in-depth conversation with Mark Grant, the Chief Global Strategist for Colliers Securities. Mark J. Grant • Jordan Kimmel • Biz Talk Today TV (BTT) • Todd M. Schoenberger • Colliers • CrossCheck Management LLC • ProInvestor Insights Newsletter