H. Adam Holt, CFP®, ChFC®’s Post

Exciting News! WealthFeed has been featured in Michael Kitces's latest write-up, highlighting our innovative digital prospecting tool. As the financial advisory landscape shifts towards organic growth strategies, WealthFeed is at the forefront, empowering advisors with AI-powered solutions to identify money-in-motion opportunities and drive client acquisition. Read the full write-up by Michael Kitces to learn more about how WealthFeed is reshaping the future of organic growth!

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

Using the right technology can be a game-changer. At Priority Financial Group, our advisors have access to powerful tech tools that streamline daily operations, improve client experience, and increase efficiency. Imagine what you could accomplish with more time and fewer tech headaches! #TechSolutions #EfficientAdvisors #AdvisorTools

Before a single line of code was written, we immersed ourselves in conversations with wealth managers and industry folks and uncovered a pervasive issue: legacy platforms, packed with endless features, often fail to address core advisor and client needs. This leaves advisors searching for solutions outside the platform. 📉 The Problem: Advisors frequently rely on legacy tools like Excel and PowerPoint—familiar, yes, but dated, inefficient and difficult to scale. These workarounds disrupt workflows and drain valuable time. 💡 Our Approach: We’ve designed modern, innovative software to close these gaps, enabling advisors to engage wealth owners more effectively and bring their financial journeys to life. It’s not just about upgrading technology—it’s about fostering deeper connections and creating more impactful client experiences. 🎥 Don’t miss Summit COO Anthony Sperling's interview, where he shares how we’re tackling the limitations of outdated technology. #Summit #FinTech #WealthTech #HumanCentered

Integrated solutions, like the collaboration between #AssetMark and Cheetah, can improve efficiency, deliver exceptional client service, and help wealth management professionals navigate the evolving financial landscape. This is achieved by streamlining workflows, automating tasks, and improving data accuracy. By leveraging these integrated solutions, wealth management professionals can experience increased productivity, cost-effective growth, and improved client service. Learn more: https://lnkd.in/g8NYbbfy

Our leaders have truly re-imagined the environment for financial advisors to work in from available investment options, compliance, software and tools, training, and pay structure. Come see how things are done the Terra Way! #Terrawealth #Financialadvisors #Financialservices

We are committed to ensuring advisors maintain the freedom and flexibility to manage their independent practice, while also providing them with access to innovative digital planning and advice tool options to support the long-term financial health of their clients. That’s why we’re thrilled to announce a new partnership with Conquest Planning Inc., a leading technology platform modernizing financial planning with customized and convenient advice. 🤝 Our advisors now have the option to take advantage of Conquest’s AI-powered Strategic Advice Manager, enabling them to make smart financial recommendations based on a client’s individual situation and ensuring their success at every stage of their lifelong financial journey. 💡 #partnership #ConquestPlanning #financialadvisor #financialplanning #wealthmanagement #wealthtech

Improve investor services with enhanced reporting solutions from InvestorFlow. With dedicated reports for Investor Portal facilitating instant data export for validation, audit, and analysis, you can easily access all your investor information and communicate strategy with stakeholders more efficiently to drive improved fund performance. 🚀 In this latest release, portal administration is even easier with the added option for CSV downloads for improved performance and speed across larger data sets, and these three new reports: ▪️Vehicle Detail Report: Provides a comprehensive list of all funds and their details. ▪️Investor Detail Report: Encompasses fund information and detailed investor information. ▪️User Invitation Status Report: Offers in-depth details on portal login activities. Visit https://lnkd.in/gWXm92z to see more of our recent updates and find out how technology is revolutionizing the Private Markets industry. #AlternativeInvestments #PrivateMarkets #Reporting 

🎉 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

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