InvestSuite’s Post

🚀 Solving for the Shortfalls of Legacy Technology 🚀 Before we wrote our first line of code, we engaged in deep conversations with wealth managers and uncovered a crucial pain point: many of the existing platforms are loaded with features upon features, yet often fall short of client's needs and Advisors still find themselves working outside the platform to close gaps. 🔍 The Challenge: Advisors find themselves reverting back to PowerPoint and Excel - tools that, while familiar, don't scale and hinder their efficiency. 💡 Our Solution: We bring innovative software to the equation, empowering advisors to connect more effectively with wealth owners and bring the wealth journey to life. This transformation is not just about tech; it's about forging stronger, more dynamic relationships with clients. Watch this interview with Summit COO Anthony Sperling to learn more about how we're solving for the shortfalls of legacy tech. #Summit #fintech #wealthtech #humancentered

The convergence of tech and estate planning follows a broader trend I've observed throughout my career: the power of integrated platforms to transform industries. Just as consumers expect seamless experiences in every aspect of their digital lives, clients now demand the same in financial services. Siloed solutions are becoming obsolete. The future belongs to platforms that can provide a holistic view of a client's financial life, from investments to legacy planning. #estateplanning #fintech

Huddling our amazing financial advisors and staff for another great Tech Day! Cetera Investors Latham and Binghamton are coming together to help practices grow through Cetera Investors technology platform. This event is exclusive to our internal structured independent advisors. Stay tuned for our upcoming external event! Huge thanks to Jason Alexander and Clark Capital Management Group for their support. Exciting keynote presentations lined up by industry experts from #MoneyGuidePRO, #Morningstar, #AdvicePay, #MYADVICEARCHITECT, and #PORTFOLIOACCESS. Let's embrace innovation and drive growth together! 🚀 #TechDay #FinancialAdvisors #IndustryExperts

In a context where buy-side firms are increasingly overwhelmed by data, how can it be transformed into Investment excellence?  StarQube is here to help, through our cutting-edge Front Office technology that covers the whole investment decision workflow, from data acquisition up to order generation. Want to know how? 👇 #Innovation #Finance #Fintech

Team Discussions now supports mentions, reactions, and real-time updates - creating an even more collaborative space for investment teams to interact around shared watchlists and portfolios. These enhancements further streamline how teams collaborate on investment research and portfolio management. View full changelog history: https://lnkd.in/gX6ixyfN #fintech #teamcollaboration #productupdate

We're excited to announce a strategic partnership with interVal as we advance our vision to make digital transformation easy for financial advisors and institutions. “By joining forces with interVal, FusionIQ can present an expanding vision that is empowering financial advisors with the platform and tools they need to deliver exceptional value to their clients,” said FusionIQ CEO Mark Healy in announcing the partnership. “Our collaboration grows the technology ecosystem available to wealth management firms and institutions, democratizing data for everyone." “We are thrilled to collaborate with FusionIQ, the leading cloud-native wealth management platform featuring advanced modules tailored to advisors and investors," said interVal CEO Trevor Greenway. "With the wealth transfer and changing M&A environment in North America, where $15 trillion in sales from 2 million boomer-owned businesses is anticipated, interVal is uniquely positioned to help advisors and business owners navigate these shifts. Together with FusionIQ, we are poised to make a substantial impact.” Learn more about how FusionIQ and interVal are providing financial advisors and institutions with the advanced technology they need to automate their practices, creating opportunities for increased growth, efficiency, and productivity here: https://lnkd.in/gThBAWaM #wealthtech #financialadvisors #digitalleadership #wealthmanagement #fintech

How do large organizations speed up innovation without sacrificing safety? In the latest episode of The Confident Commit, Rob Zuber sits down with Gerard McMahon, Head of ALM Tools and Platforms at Fidelity Investments, to discuss: ✅ Strategies for fostering innovation across diverse teams ✅ Balancing internal tools with customer-facing apps ✅ Fidelity's mindset as a tech company that delivers financial services Tune in now: circle.ci/3BpYMtO

Introducing Deal Making with No Limits! We set out an ambition 12 months ago: to change our Model and assist others in creating additional Financial opportunities from our Software and Ecosystem. Yesterday, I hosted my first Information Session on our launch of CapitalHQ Enterprise - https://lnkd.in/eHvuRmSb - Multi-company Management - Multi-purpose Deal Rooms for each company - No limits on Deal Rooms, Investors, or Users from Firms - Custom Permissions - Investor Relations and Engagement Tools - Simplified and Streamlined Deal Making - Centralised Communications across Multiple Deals This space is endlessly trying to do its best with limited resources and limited access. We will be focused on removing friction and enabling opportunity. https://lnkd.in/eiv7U7wJ

Wealth Management EDGE is in full swing today! Newly appointed president of Integrated Partners, Andree Mohr takes to the stage as part of the #WealthStack agenda at 2:45pm ET for a session entitled Work Smarter, Not Harder: How Advisors are Leveraging WealthTech for Peak Efficiency. Andree will be joined by Sara Baker, JD, LLM Triad Wealth Partners, Farayi Chimbangu, BNY Mellon | Pershing and moderator Davis Janowski to take a deep dive into how firms are leveraging wealthtech to revolutionize the way advisors operate.

What if the key to thriving in a competitive wealth management market lies in embracing technology? 'In the Money' presents a compelling episode with Rusty Sommer and Chuck Failla, focusing on how small and mid-sized firms are using tech to redefine their approach. Chuck shares his transformation from humble beginnings to leading a successful RIA, offering invaluable insights into aligning tech with business goals. Tune in for a masterclass in leveraging technology for impactful growth. Find out more here → https://hubs.ly/Q02sqvDV0 #WealthTechRevolution #StrategicFinance #GrowthThroughTech #FinancialFutureFocused 🌟📊💻🔍