Finalyst’s Post

📊 Elevate your practice with Finalyst and shift away from endless product comparisons.  Hey planners, aren’t you tired of comparing products all day? It’s time to focus on providing real solutions that truly make a difference. 🚀 Finalyst empowers you to stand out by tailoring advice to each client’s unique financial health and goals. Our sleek interface simplifies complex financial concepts, enabling you to detect financial gaps instantly and offer precise solutions.  💡 Spend less time comparing products and more time building meaningful client relationships with Finalyst. #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #investmentplanning

🏷️ Get Ready to Secure Your Client Relationships with Finalyst’s Unique QR Feature 🏷️ Connect easily and enjoy seamless synchronization of financial planning between you and your clients. Say goodbye to traditional, annoying sales calls and hello to efficient, real-time communication in a modern, tech-savvy way. 👉 Stay tuned for our launching day and be the first to experience it! #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #InvestmentPlanning

🏡 🚗 What are YOUR clients saving for? 🎓 ✈️  Finalyst not only helps them visualize their dreams, but also assists you in crafting a clear proposal and roadmap to achieve them. Our interactive tools make it easy to set targets, track progress, and stay motivated. Empower your clients to take control of their financial future with Finalyst. #fintech #financialplanning #financialhealth #insuranceplanning #investmentplanning

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

Say Goodbye to Paperwork, Hello to ShareholderLive! Manage your shares digitally with ease. No more paperwork, no more hassle. Join ShareholderLive for effortless share management”. Click the link to join Shareholder Live https://lnkd.in/dXtVetjb #shareholderlive #coronationregistrars #coronation

With Hydr, it’s time to take back control of your cashflow. 💸 Signing up takes minutes, is completely free and secure. Our digital onboarding process and intuitive user experience are simple, straightforward and most importantly, will help your business thrive! Plus, for all our new signups, we will fund the first invoice absolutely free (subject to terms). Don't let cash flow hold you back, unleash your business potential today: https://bit.ly/3WkzkO8 #CashFlow #Hydr #BusinessHacks #BusinessGrowth

At Reckon, we combine cutting-edge technology with deep financial expertise to deliver unparalleled service to our clients. From real-time data access to advanced financial modelling, our tech-driven approach ensures that your wealth is managed with precision, transparency, and efficiency. Whether you're navigating complex investments or structuring your legacy, we provide tailored solutions that leverage the latest innovations to safeguard and grow your assets. Ready for a new level of financial management? Contact us today 🤳 #WealthTech #FinancialInnovation #LegacyPlanning

We’re live at Valmark Financial Group’s Member Summit! Looking to enhance your client conversations and grow your AUM? Connect with João Chavira and learn how YCharts Proposals can help you deliver clear, actionable insights, craft captivating custom presentations, and simplify complex data to build stronger client relationships. As Ryan Hannifan of MAI Capital Management puts it: "The amount of time saved because of YCharts has not only saved our practice money but has also allowed us to scale faster." Let’s connect and see how YCharts can drive success for your practice! 🚀 #valmarkmembersummit Michael Kitces

Gamification can be a game-changer (see what I did there) for your team to enhance BD activity efforts. Our Inform54 platform could be just what you and your team need to get to the next level! #INform54 #areyouIN #Society54

Stop spending hours manually generating factsheets. With Assette, your data is ready to work, which makes producing fund factsheets as quick as hitting the ‘generate” button. https://lnkd.in/eKdT5-gC Visit our web site to learn more about our factsheet and other modules and how Assette easily and reliably turns investment data into content for marketing, client reports, DDQs and more. #assetmanagement #clientfactsheets #fintech #portfoliomanagement #assetmanagers #marketing