fincite - Wealth Management Software’s Post

💸 Redefining Financial Independence in 2024 💸 Tired of waiting to hit $5M before you feel financially secure? It’s time to rethink the rules. At Deal Box, we’re helping investors like you get into high-growth markets NOW, without needing a fortune in the bank. Start building your future today. Don’t wait for a milestone—create it. 🔗 loom.ly/Msv4-u4 #FinancialFreedom #WealthStrategy #InvestmentInnovation

If you were registered for our most recent Liquidity talks on how to create products using data to enhance liquidity management, you may have come across the technical issues LinkedIn was having at the time. So in case you missed it, we’ve quickly put together the on-demand version for you to watch. Join experienced liquidity product executive, Thomas Meiman, as we explore: ✅ How to accurately forecast cash supply and demand throughout the day ✅ Understand how to develop products that align efficiently with the characteristics of each transaction ✅ Enhance your understanding of why comprehensive client relationships, including both client perspectives and the need for internal stakeholder education is needed You can watch the full episode by clicking the link in the comments below. #TreasuryManagement #LiquidityManagement #Liquidity

The NextWealth team are on 🔥 ! Last week we released Multi-Asset Distribution Dynamics - an important new report detailing how multi-asset funds are used in practice in client portfolios - something that, until now, was little understood. Today, we have published our latest asset update report in the MPS proposition comparison series which contains a detailed breakdown on MPS providers' split between active and passive. To find out more about either report, how to purchase them, or any questions about any of our other research and events, get in touch with me, another member of the team or via enquiries@nextwealth.co.uk #financialadvice #wealthmanagement #research #insights

Pepper Vault Tired of juggling disparate data sources for credit analysis? Pepper streamlines your workflow with a unified credit assessment that combines credit quality, covenant compliance, investment thesis, and projections into a single, powerful tool. Here's what sets Pepper apart: 1) #HolisticView: Gain a comprehensive understanding of your investments by analyzing all critical factors in one place 2) #DataDrivenDecisions: Make informed choices with clear, actionable insights generated from your data 3) #EnhancedEfficiency: Save valuable time by eliminating the need to switch between different platforms 4) #ImprovedAccuracy: Reduce the risk of errors with a unified, centralized source of truth Empower your asset management team to make faster, more confident decisions. To know more, talk to us Pulak Sinha Ann Eberle Thomas #creditanalysis #creditriskmanagement #investmentmanagement #assetmanagement #financialtechnology #fintech #dataanalytics #datadrivendecisions #workflowautomation #efficiency #accuracy #investmentthesis #riskmanagement #financialmodeling #investmentdecisions

What is "Dumb" money doing? Well, the ValueTrend blog says, "As an industry professional, I follow small & large (institutional) investors by subscribing to data analytics like SentimenTrader.com (the cheapest way of doing it)… The ratio shows us the Dummies are in control." https://bit.ly/4a907RM #stocknewsletters #financialresearch #investing #investors #markettrends #sentimentrader #stockmarket #fintech #tradingplatforms #selfdirectedinvesting #investmentnewsletters #investingideas #stockpicks #retailinvesting #retailinvestor #sentimentrader #smartmoney #dumbmoney

Great conversation today with Tom Meiman on creating products to enhance liquidity management. Thanks for joining the podcast Tom. #TreasuryManagement #LiquidityManagement #Liquidity

Thank you to all those who joined us for our latest investor event! It was a pleasure to explain more about our award winning, AI-driven, global wealth intelligence platform, and how it supports wealth owners to maintain complete visibility of their assets, while aiding succession planning. If you were unable to attend but would like to find out more please contact us - info@1fs.co #1fs #wealthtech #fintech #wealth #wealthmanagement

🚨𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗥𝗲𝗱 𝗟𝗲𝗻𝘀 Starting today, we're excited to launch our new series, Red Lens, where we’ll delve into the financials and operations of various companies every Monday, highlighting potential red flags that investors and stakeholders should be aware of. 🕵️♂️ #1 on our list is YES BANK—a company facing significant challenges recently. The red flags are hard to ignore, from mounting bad loans to governance issues. 🚩 Check out the red flags we've identified, and let us know in the comments which company you'd like us to analyze next week! #RedLens #FinnacleFinance #MarketMonday

Amazing! #Banks and #fintechs and #creditunions have been talking about #PFM since before the pandemic and remains a tough sell largely because giving people tools for their financial health is like giving them tools for their vehicles - a lot of people end up with dusty, rusty tools since they don't have the time, energy, or knowledge to use them. Generally FIs just hand the suite of "tools" and let customers have at it, since most FIs have been told by the Digital Messengers that PFM is table stakes. And many FIs are so unfamiliar with innovative marketing/sales that they're not too interested running a new kind of campaign that isn't as old as the TV dinners in the back of the freezer. Hopefully this idea can help - actually engage customers and support them with the tools and curate the experience a bit. What a concept! #communitybanking Bryan Clagett https://lnkd.in/e_jYzjpA

Issue 350 online now! - https://lnkd.in/eFJm65yR As Pirum approaches 25 years, Philip Morgan and Jacob Koopmans share their thoughts on where the company is today. Tim Smith, managing director of data insights at Hazeltree , delves into how regulation is transforming the securities lending landscape and how technology plays a critical role in this evolution. Major moves at Fidelity Investments, Clear Street, Wematch.live and Mirae Asset Securities.