AssetMark’s Post

Great webinar with insights on the challenges Asset Servicing firms are facing:   In an ever-evolving financial market, delivering an unparalleled investor experience and managing client expectations is crucial. Join the upcoming webinar, "Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences,", on May 30th in collaboration with Funds Europe to explore how firms can strike this balance through digital transformation and pave the way for a more efficient and compliant future. Throughout this session, industry experts will explore the multifaceted challenges faced by asset servicing firms. Register Now: https://lnkd.in/ehee7pJK

Please join FENERGO for an upcoming Webinar... In an ever-evolving financial market, delivering an unparalleled investor experience and managing client expectations is crucial.   Join the upcoming webinar, "Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences,", on May 30th in collaboration with Funds Europe to explore how firms can strike this balance through digital transformation and pave the way for a more efficient and compliant future. Throughout this session, industry experts will explore the multifaceted challenges faced by asset servicing firms. Register Now: https://lnkd.in/enqkWw7M

Innovation is the cornerstone of modern financial management. At the forefront of this evolution, our approach integrates cutting-edge technology to redefine how financial solutions are delivered. By leveraging the latest advancements, we provide clients with unparalleled insights, real-time data access, and a seamless experience that drives smarter decision-making. Explore how technology is transforming financial solutions and positioning businesses for future success. Discover the future of financial management: https://buff.ly/42tcgg5 #Fintech #Innovation #FinancialTechnology #ThoughtLeadership #RealTimeData #SmartDecisions #FutureOfFinance

🚫⛔️🙅♀️😱😑🤷♂️ Can innovation that “nobody needs” actually go viral globally? They can when the current providers of solutions to a community ask (and answer) the wrong questions. Several years ago when Kirsty Du Toit CFP ® ,Bennie Gouws, CFP® CA(SA) and Gary Winslow had the entrepreneurial insight to expand Asset-Map to #SouthAfrica ‘s financial advice market they were asking the unasked question. How can professional advisors differentiate and deliver more engaging advice using the same process as everyone else? How can we help the customer of financial advice be better served by getting new insight and confidence about their financial condition using technology? They learned about a promising solution from a review by Michael Kitces early in Asset-Map’s scaling journey, reached out, and burned their boats. It’s amazing to see how they have literally built a category of advice that nobody asked for. Most traditionalists claimed “nobody needs that!” (which of course made the journey that much harder). And today they are showing firms a glimpse of what can be done when we help our clients just see their financial life with clarity- when we help them diagnose financial well-being faster than ever, and create engagement through PARTICIPATION, not just presentation. Major congrats to Asset-Map ZA for their vision when no one seemed to notice- for their hard work evolving the status quo -for their passion around the advice business -for their and their families’ sacrifice to bring a vision forward. This is a milestone achievement in recognituon, and we’re awfully proud of you. 👍 👏 🏅 #LeadWithAdvice

Research and Insights from Maveric Systems Limited: Advancing transformation in wealth management: innovations in digital service, adviser enablement, and technology foundations For the necessary reading in Wealth Tech, Maveric’s report, “Advancing Digital Transformation in Wealth Management,” provides a ringside analysis of innovations in digital service, adviser enablement, and technology foundations. The report, with rich illustrations and useful infographics, equips wealth managers with the knowledge and tools to confidently leverage digital tooling to differentiate themselves. Read online: https://lnkd.in/gBYPHs6W #wealthmanagement #WealthTech #TWMMembers

Investing in a modern digital asset register isn’t just a smart move—it’s a game-changer for your organization. The efficiency and insights you gain make it an investment that pays for itself. ✨ Say goodbye to manual errors and hello to precise data. ✨ Stay informed with up-to-date insights on asset location and condition. ✨ Empower your team with the data they need to make informed decisions. Contact our team today, and let us show you how simple and easy it is to achieve full transparency over your assets with live and accurate data 24/7! 🚀 #AssetManagement #DigitalTransformation #BusinessGrowth #Efficiency #Innovation #AIAssets

Assets Managers, are you experiencing the pressure of resource intensity in the creation of fund factsheets? You're not alone. Expanding fund ranges and complex reporting increase the pressure on time and manpower, leaving less room for growth-focused activities. We've explored the heavy burden of the traditional factsheet production process and its hidden costs. But there's light at the end of the tunnel! Discover how FE fundinfo's Factsheets solution is a game changer in streamlining operations and reallocating your team's efforts to where it counts. With cutting-edge automation and precise data verification, you can enhance efficiency and accuracy, allowing you to focus on strategic planning and superior client service. ➡️ Learn more in our latest article on embracing technology for a leaner approach: https://hubs.ly/Q02GKP430 #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #ESGIntegration #FEfundinfo #OperationalEfficiency

𝗧𝗵𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗶𝘀 𝗛𝗲𝗿𝗲: 𝗙𝗹𝗮𝗻𝗸𝘀 𝗟𝗨𝗠𝗘 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝘀 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 Imagine having a 360° view of your client's global wealth across all custodians and asset classes. 𝗧𝗵𝗲 𝗸𝗲𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀: 🤖 Automated investment data collection, standardisation and validation 🎯 High-quality, granular investment data, complemented by reconciliation and data enrichment services, enables the creation of bespoke reports that enhance client engagement 🚀 Up-to-date investment data from global custodians, across all asset classes For a quick overview, watch this 1-minute video: https://lnkd.in/dfNEMy_P Contact me to learn more. #WealthManagement #FamilyOffices #WealthTech #FinancialInnovation #DataDrivenDecisions #InvestmentManagement #Automation #WealthSolutions #ClientEngagement #FintechRevolution #DigitalTransformation #AssetManagement #WealthInsights #CustomReporting #IlliquidAssets #GrowthOpportunities #FlanksLUME #WealthRevolution

In today’s fast-evolving financial landscape, asset managers and institutional investors must move beyond one-size-fits-all solutions. The key to staying competitive and meeting unique client demands lies in hyper customization. By leveraging advanced technologies, asset managers can create bespoke data solutions that address the distinct needs of their clients and portfolios. Read more about hyper customization and its impact on financial data management in our latest whitepaper: https://lnkd.in/guc_5tP7 #DataManagement #AssetManagement #HyperCustomization

🎯 Position Your Brand: Discover where you stand with Crossflow's Payment Quadrant (CPQ), benchmarking your performance against UK payment practices.  🚀 Unlock Financial Resilience with Crossflow - The Working Capital Marketplace! Late payments have a significant ripple effect beyond just the financial health of a company, but also the innovation and growth opportunities in your #supplychain.  🤝 A Win-Win Solution: Empower your business to fortify supplier relationships, optimize #cashflow, and enhance profits with Crossflow. Guarantee timely payments, foster stability, and support growth and #ESG initiatives for #suppliers. #cfo #ceo #ai #workingcapitalmanagement https://rb.gy/8dex22