🔍 5 new features for even smoother investor onboarding 💫 This week, we're shining a spotlight on powerful updates to streamline your workflows, boost transparency, and simplify investor onboarding with Vestlane. Let's dive in! 🤿 🗂️ Feature #1: Tag and Filter Subscriptions by Closing! Managing investors just got easier. You can now tag subscriptions to specific closings and filter by closing in the dashboard. This gives you a crystal-clear view of your investors at each stage, helping you stay organized and focused on your fund's progress. 🚀 It's all about making your processes faster and smoother. 🔗 For full details, check out the release in the comments! ⬇️
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Anduin Transactions can help you streamline investor onboarding. Check out our blog post highlighting 5 key ways we accomplish this and get in touch with our team if you’re ready to modernize your investor onboarding process.
Why make your LPs fill out the same info over and over again? With Anduin’s leading platform for investor onboarding, we've got five game-changing ways to streamline form completion. We handle 90% of the heavy lifting, so your investors only need to do 10%. Here's to faster, more seamless onboarding with fewer errors. Read our latest blog here: https://lnkd.in/g2Jt2jr7
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To wrap up our day at Wealth Management EDGE, our VP of US Distribution, Tom Burmeister, gave an eye-opening demo of Conquest and SAM, our AI-powered Strategic Advice Manager, during the WealthStack Demos competition this afternoon!🚀 WealthStack (Part of Wealth Management EDGE) WealthManagement.com #WMEDGE #wealthmanagement #wealthtech #financialplanning #wealthmanagementedge #ConquestPlanning
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Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ➡️ https://lnkd.in/eCsAEzEH #WeRunOnEOS
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Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ➡️ https://lnkd.in/eFBF3piu #WeRunOnEOS
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🚀 Weekly Update: We're fresh from the Keyspire Investor Summit, and there’s plenty to share! 🎉 From a sold-out Hard Money Loan to new opportunities on the addy platform, we've got big news for our community. 🌟 Dive into the latest developments and see what's coming next! 🔗 Read the full update: [https://hubs.ly/Q02RVD5y0] #RealEstateInvestment #KeyspireInvestorSummit #addyUpdates #InvestTogether
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Expert in proactively growing revenue and maximizing business value. Certified EOS Implementer® | Outgrow Sales Advisor | Certified Exit Planning Advisor® | Kolbe® Certified Consultant
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ➡️ https://lnkd.in/eNynZRJs #WeRunOnEOS
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Helping 250 Values-Driven Entrepreneurs & their teams earn $50M in profit by 31 December 2031🔹Certified EOS Implementer🔹Founder🔹CEPA®🔹Speaker
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ➡️ https://lnkd.in/gW2YuZ2C #WeRunOnEOS
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🔍 Certified EOS Implementer | 🚀 Helping Personal Injury Law Firms & Law Firms With a Vision & a Purpose Run Seamlessly | 🎯 Let's Break Your Growth Ceiling! 🎯 Make More Money While Making a Difference!
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ➡️ https://lnkd.in/gZZhnVJi #WeRunOnEOS
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Trusted Advisor & Accountability Partner to 100+ CEOs | Certified EOS Implementer® & Business Coach | Keynote Speaker & Workshop Facilitator
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ➡️ https://lnkd.in/gnpGwHJ4 #WeRunOnEOS
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I help develop and empower leadership teams to get stronger alignment and accountability!
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ➡️ https://lnkd.in/gebpuV2r #WeRunOnEOS
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