Exodus Integration’s Post

🎉 Thrilled to announce that Xplan is on top! NextWealth’s Adviser Tech Stack report, has Xplan in top spot, based on strong user reviews (The most important metric, if you ask me!) 🎉 As a Product Manager, I've had the privilege of watching this product begin to evolve with improvements coming across the board, fostering ideas to reality. We’re on a mission to deliver the best experience to all of our users, and this type of recognition is proof that we’re on the right path. 💡 It’s a testament to the hard work, innovation, and dedication of the entire team. From delivering seamless user experiences to tackling the complex needs of the financial advisory world, we’ve strived to build a product that truly empowers advisers to make better decisions for their clients. This is just the beginning, and I can’t wait to see the response to some of the initiatives we have planned. 🚀 #WealthTech #TopSpot #Innovation #ProudProductManager #FinancialAdvisers #Technology #Xplan

We are happy to share this latest integration update with Vanilla, delivering a unified financial planning experience that combines AI-powered estate planning with eMoney's financial planning technology.   👇🏽 Click here to learn more about this integration. #financialplanning #integration #estateplanning

Advisors asked, we listened. Our new direct eMoney Advisor integration will transform how you deliver holistic financial advice—forever. With this exciting new partnership, Vanilla becomes the first estate planning solution to unite AI-powered estate planning with industry-leading financial planning technology. Firms using Vanilla and eMoney together will have the power to: • Eliminate manual data entry with automatic sync • Accelerate estate planning with AI-powered insights • Seamlessly manage data across both platforms To learn more about this integration and when it will be generally available, read on: https://lnkd.in/enzAy9YX #wealthtech #emoney #integration

🚫⛔️🙅♀️😱😑🤷♂️ 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

Welcome to #WealthTech_Wednesday!   Did you know that around 44% of investors can’t view their entire portfolio in one place? Your platform should be as smart as your strategy.   Inefficiency costs time and money, with 60-70% of relationship managers’ efforts going to non-revenue tasks. Automated workflows let your team focus on delivering exceptional service and growing client relationships. A platform that enhances both client experience and team productivity is key to staying competitive. Find out how to future-proof your operations in Infront's latest white paper.   Read it now👉 https://lnkd.in/ejxPemyg

Are you ready to discover how much equity you’ve built and explore smart ways to leverage it? Click the link for tailored insights and strategies to boost your financial goals! https://hmbt.co/UHgMMj #Homebot #FinancialFreedom #SmartInvesting #HugoRuiz #hipotecas #HugoRuizLoanOfficer

Innovate your financial strategies with a powerful boost from cutting-edge tech 💡. We are here to streamline operations ⚙️ and help you stay competitive in a dynamic market 🌍.    Let's elevate your potential! 🚀 🌐 www.fintechio.com 📱 +44 (0) 20 4582 6484 #fintechio #financialinnovation #cuttingedgetech #fintechsolutions 

Can smaller desks survive against industry giants? 🤔 Dino Dedic, COO of Marvelsoft highlights the challenge posed by global broker consolidation in the latest edition of The Financial Technologist. He urges smaller desks to stay competitive through tech-driven cost management, innovation, strategic partnerships, and leveraging tools like open APIs and Algo Management Systems for efficient execution. Download your free copy of The Financial Technologist to read the full article (Pages 34-35)👇 https://lnkd.in/eCR4sYeY #TheFinancialTechnologist #MostInfluential2024 #FinTechMagazine

Stories like this are what we love to see - finding the right fit and seeing our customers thrive 🤝 Discover how Ally Wealth Management, a specialist in Australian expat financial advice, made the seamless transition to intelliflo. #CustomerStory #FinancialAdvice #AdviceTech

You've heard it before, "Planning tools are too slow, too clunky, and too complicated." We've heard it too - and we've done something about it. Introducing RetireMap - the revolutionary platform that transforms financial planning into a fast, seamless experience. Whether you're creating complex structures or collaborating in real-time with clients, RetireMap empowers you to work smarter, not harder. Want to see how it works? Watch this short video and witness RetireMap in action. Discover how Intelligent Wizards help you: ➡ Cut your planning time by 30 to 40 minutes per plan with plan regeneration ➡ Slash hours from your planning time with new tech innovation ➡ Seamlessly integrate every element of financial & tax planning ➡ Turn client meetings into high-impact strategy sessions in real-time Have questions or want to see how RetireMap can fit your practice? Let's chat! #Fintech #FinancialPlanningTools #AdvisorTools #WealthMappingTools