Jeremy Dicker’s Post

In uncertain times, there's no phrase more reassuring than "We've got you." This simple promise has been the bedrock of One Wealth Management, especially during the unprecedented challenges of the past few years. When the world was turned upside down and no one knew what the next day would bring, our commitment to you—our clients, team members, advisors, and coworkers—never wavered. How did we do it during the lock down? Invested in technology, letting us stay connected with clients remotely Digitized workflow, for easy access anywhere Teamwork Maintaining communication with clients https://bit.ly/OPW_EP_1 #ONEPathToWealth #TeamSupport #ClientFirst #TechInFinance

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 🎥 Don’t miss Summit COO Anthony Sperling's interview, where he shares how we’re tackling the limitations of outdated technology.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

🚨 Investment Groups, you want to read this 🚨 A few weeks ago, we had the pleasure of meeting with one of our clients—an investment group—in beautiful Palm Beach, Florida, for a data infrastructure audit. (Stick around for a free process map audit at the end! 👇) For those who don’t know, VCs (Venture Capital Investment Firms) operate at lightning speed ⚡, making granular decisions daily. Not only do they need to keep an eye on the companies they’ve invested in, but they also have to keep their investors updated with the latest information 📊. That’s where NEUROTIC stepped in. We identified countless manual processes and untracked data flows that were holding them back, all of which could be easily solved with our custom solutions. Once we delivered our solution, here’s what happened 💥: ✅ No more email announcements ✅ Centralized documentation ✅ A fully integrated intranet and member directory for investor connections ✅ Internal chat for seamless communication And that’s just the tip of the iceberg! These changes have revolutionised the way our client operates, saving them tons of time while adding immense value. Are you part of an investment group still relying on emails and excels? It’s 2024—time to automate! 🚀 #VentureCapital #DataInfrastructure #Automation #InvestmentGroup #TechSolutions #BusinessGrowth #DigitalTransformation #PalmBeach #Efficiency #SaveTime #CustomSolutions #VCLife

Navigating the rapidly evolving world of digital assets can be complex for family offices. So we are pleased to introduce our Policy Playbook for Family Offices – a comprehensive guide to help you better understand the unique regulatory landscape and key considerations when it comes to digital asset custody. Whether you're exploring digital assets for the first time or looking to deepen your expertise, this playbook provides valuable insights into how family offices can safely and effectively enter the digital asset space. Explore the guide and equip your family office with the right tools for success: https://lnkd.in/gTF-wsaA #DigitalAssets #FamilyOffices #CustodySolutions #ZodiaCustody #RegTech #Innovation #WealthManagement

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

💵 Revolutionizing Investment Operations with Virtual Professionals In today's financial landscape, efficiency is key. One of our esteemed clients in the investments and securities sector has experienced remarkable improvements in its underwriting process, thanks to the expertise of MyOutDesk virtual professionals. 💪 Key benefits: ✅ Enhanced data gathering and entry ✅ Streamlined operations ✅ Increased productivity ✅ Access to skilled talent Are you ready to optimize your business processes? Discover how MyOutDesk's virtual professionals can drive your company's growth and efficiency. Connect with us to learn more about leveraging virtual talent for your business success. 👇 🔗 https://lnkd.in/geEDpB2T #VirtualAssistants #VirtualTeams #BusinessEfficiency #MyOutDesk #TestimonialTuesday #CustomerReview #InvestmentBusiness #SecuritiesBusiness #DataIsKing #Outsourcing

Our partners Landytech have put together this very handy paylbook. Find out how family offices can use technology to help them alleviate the strain. Download your copy 👇 https://lnkd.in/epPVTiEU #Landytech #solitaireconsulting #familyoffice #technology #fintech

#GotTalent? #SeekingTalent? Invest an hour of your time attending the virtual Diversitas Fall Forum to #grow your #network of #WealthManagement and #Fintech professionals!

#WealthManagement has more than just financial advisory roles. Learn about how technology impacts #financialadvice - and how you can play a role. Register for this FREE event. #fintech #wealthtech #financialplanning #NextGen

The Global Family Office 2024 Survey reveals that 97% of investors expect portfolio growth over the next 12 months.      The Asset Vantage family office software empowers over 350 UHNW families globally, managing combined assets exceeding $300 billion, to unlock valuable insights that drive enhanced investment strategies.      Families are making informed decisions by leveraging AV to gain a comprehensive view of portfolio performance, slicing and dicing data to evaluate financial metrics, and deriving actionable insights through granular analysis of any and all asset classes.   Don’t let your family office fall behind. Experience AV today: https://lnkd.in/dHM_8HzT     #Singlefamilyoffice #Multifamilyoffice #FOTech #Familyofficesoftware #Performancereporting #Financialinsights #Wealthtech #Globalfamilyoffice2024 #AssetVantage #Portfolioaccountingsoftware #Financialdatamanagementsoftware