Creative Faze Inc.’s Post

Legacy Wealthtech Sucks! Are you frustrated with your firm's outdated client portal software? You're not alone. Many #investmentmanagement firms face high maintenance costs, poor customer support, and security concerns with legacy systems. It's time to consider a modern solution like #Invessed. Our platform offers advanced features, seamless integration, and exceptional customer support. Make the switch today and experience a client portal that meets your needs. https://lnkd.in/dg-JaYD4 #investmentmanagement #wealthmanagement #fintech

The demand for customized financial service solutions has never been louder. But how can companies deliver those personal experiences at scale without drowning in a sea of custom code? Michael Lewandowski explains how to build a scalable multi-tenant solution. https://lnkd.in/etEeAJHX #customization #fintech

Our team of tech and financial experts will work with you to create APIs that seamlessly integrate with your systems, boosting your financial operations and overall efficiency. Ready to revolutionize your business? Contact us today to discover how our custom solutions can help you thrive in the dynamic financial landscape. 🚀 #Fintech #CustomAPIs #BusinessInnovation #Fintrade

Unlock unparalleled productivity with minimal effort using Breeze Invoicing Software. Elevate your financial operations with our cutting-edge FINTECH solution. Join the global community of forward-thinkers and experience seamless invoicing like never before. #Fintech #Productivity #InvoicingSoftware

Using APIs in your wealth management software helps you launch quickly and scale easily. Here's how: ✅ APIs automate data aggregation, allowing you to focus on client engagement and business development. 💼 ✅ APIs combine data from multiple sources into one interface, giving wealth managers easy access to real-time market data, client info, and investment insights. ✅ Standardized data formats ensure accuracy, reliability, and compliance, building client trust and securing your firm's reputation. ✅ ✅ APIs adapt to increasing data volume and client base, helping firms differentiate, diversify, and expand. 📈 #WealthTech #FinTech

Who remembers powering up one of these? 🖥️☺️ Upgrading to the right software can transform the way you work. In the fast-paced world of #finance, having the right tools is crucial for staying ahead. Don't let outdated systems keep you from reaching your full potential. Efficiency, accuracy, and success are just a click away with modern tools 🔧✨ With our extensive experience in the financial industry,including #wealthmanagement and #estateplanning, we can provide end-to-end custom #technologysolutions tailored to your needs. #FinancialPlanning #FinancialAdvisors #FinTech #TechforBusiness

Financial advisors are turning to specialized software solutions to streamline processes, enhance client interactions, and stay ahead in a competitive market. But what does it mean for technology to be truly "purpose-built" for financial advisors? Tanya Tygesen, Sr. Director of Client Engagement for #SSNCSalentica reviews some of the key considerations to look out for in our latest blog. https://okt.to/bDtwRk #fintech #wealthmanagement

The best way to leapfrog the competition is to start your tech journey with purpose built solutions. Spend your time building your business, let us help you with our purpose built solutions. #CRM #CRMforWealthManagement #DYN365 #Salesforce #WealthManagement #CRMforAssetManagement #AssetManagement SS&C Technologies

Tired of all the manual steps you have to take to open accounts? We can help you! Our Digital Onboarding solution is highly automated and saves financial advisors time and energy, allowing them to form deeper connections with their clients. Learn more below: #FinTech #WealthManagement #Technology

Excited to elevate your advisory services? 🌟 Introducing our NextLevel IRA Platform – the ultimate Managed IRA Software tailored specifically for advisors! Unlock the power to streamline rollovers directly from the plans you manage. Get ahead with a demo and see how NextLevel IRA transforms your strategy. 👉 Schedule your demo today! https://buff.ly/3IKX3PE ✨ Capture rollovers with ease 🚀 Boost efficiency and client satisfaction Join the forefront of financial advising technology! 💼 #NextLevelIRA #FinancialAdvisors #ManagedIRASoftware #FinTech #AdvisorTech #RolloverRevolution Don't miss out – Better Solution, Better Outcomes! 📆