Income Lab’s Post

What's the point in collecting data in a #mindmap if that's where it stops? Turn a mind map into a full planning experience! Start your free 14-day trial of Life Hub today➡️ https://bit.ly/47QHjEO #retirementincome #retirementplanning #fintech #financialplanning #incomelab

What's the point in collecting data in a mind map if that's where it stops? Turn a mind map into a full planning experience! Start your free 14-day trial of Life Hub today➡️ https://bit.ly/47QHjEO #retirementincome #retirementplanning #fintech #financialplanning #incomelab

“Now I have a road map. I have something to follow. If things change in my life, it’s very easy to call up my financial advisor, discuss these changes with him, discuss the goals with him, and input all these different variables into the software to change our road map.” In this clip, Ryan Del Bigio shares how Conquest has helped him improve his financial management and outlook for the future 👇 #ConquestPlanning #testimonial #FinancialPlanning #WealthManagement #Fintech #Wealthtech

🔮 The Next Chapter Begins… 🔮 The foundation is set. The vision is clear. Now, we bring it to life. What if managing your finances felt more like planning your dreams? 🌟 We’re turning that “what if” into reality. Stay tuned – the reveal is closer than you think. #FinTech #DreamBig #SomethingNew.

Investors like you need more than "just the facts". That's why we assist clients in tailoring our platform to seamlessly integrate with their current data sources, providing them with precise information exactly when they need it. #NotJustTheFacts #fintechsolutions #FinTech

Fond memories! Uzapoint. Your "#No.1" Smart-Cloud-Based POS. Simply all your business operations from #inventorymanagement , #accounts, #sales, #financialmanagement, #employeemanagement, #BusinessLoans, #insurance, from a click of button at the comfort of your home. Our product development is based on lean strategy, meaning we are more flexible expect more features over time. Here comes brilliant team in full swag Caleb Chege Steve Owino Bob Mike

Delighted to present our financial results for the period ending March 2024! We extend our heartfelt appreciation to our valued partners, investors, and customers for their InCredible support and enduring confidence as we march onward. To know more about InCred Finance click here - https://bit.ly/3RW7QL8 #InCredFinance #Fintech #FinancialResults

⌛ Tired of investor reporting eating up valuable time? 📊 kennek creates the dashboards you need and automates sending them to your investors — including investor statements, portfolio performance, cash flow forecasts and much more. "𝘛𝘩𝘪𝘴 𝘪𝘴 𝘢𝘮𝘢𝘻𝘪𝘯𝘨! 𝘙𝘦𝘮𝘰𝘷𝘪𝘯𝘨 𝘵𝘩𝘦 𝘧𝘳𝘪𝘤𝘵𝘪𝘰𝘯 𝘣𝘦𝘵𝘸𝘦𝘦𝘯 𝘭𝘦𝘯𝘥𝘦𝘳𝘴 𝘢𝘯𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴" - Credit investor Interested in seeing how we can help keep your investors happy? Contact us - link in comments 👇 #loanmanagement #privatedebt #fintech

Meet the team behind the desks, we are here to help you achieve your business goals ✨ #fintech #explorepage✨ #uzapointpos #pointofsalesystem #businessowner

Every client has a unique situation and as an #advisor , it can be time-consuming to keep track of each client’s plan milestones. What if you had a way to quickly identify important milestones clients have in their plans so you can spend more time addressing how you will help achieve those milestones together? Introducing the MILESTONES feature inside Life Hub, Income Lab’s one-page interactive visualization of a client’s financial life. Learn more: https://bit.ly/48ptSwm Schedule a demo today to see you can help clients visualize their goals and milestones with Life Hub today: https://bit.ly/42T34mN #retirementincome #retirementplanning #fintech #financialplanning #advisortech #incomelab #FeatureFriday