It’s been an incredible year for Vanilla. We’ve shipped over 50 features including industry-leading AI capabilities, and worked hard to deliver revolutionary estate planning technology. Now we’re proud to announce that our innovative efforts have been recognized with two ThinkAdvisor Luminaries Awards: · Steve Lockshin, Thought Leader of the Year · Financial Planning, Industry Disruption The Luminaries Awards showcase excellence in financial services and spotlight innovative industry contributions. We’re thrilled to be recognized alongside so many remarkable companies and leaders. If you’re curious to learn more about how Vanilla’s estate planning solution might fit into your firm’s services, visit our site: www.justvanilla.com #LuminariesAwards #IndustryDisruption #FinTech
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A very good visualisation as to why 2023 was a difficult market in Tech / Software. Dealroom.co did a report that shows that in 2022, multiples for Exits peaked with the top quartiles being over a 120x of LTM Revenue. Almost 3 times bigger valuations compared to LTM revenue than 2019. It is a really interesting read, also covering: 🤝 Valuations by Sector 🤝 Breaking down the Software marketing (Horizontal, Infra, Vertical, Services) 🤝 Rule of 40 = Revenue Growth + Margin 🤝 Breakdown of DeepTech and ClimateTech (Not including the link in comments as it massively reduces the reach, if you like or comment I will send it over)
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Calling all #CRE asset managers and CFO's in my network! Based on conversations with our commercial real estate investor clients, 2025 will look different. Get ahead of what's coming...you'll want to be prepared. One critical step you can take today is to consider moving away from dependencies on fragile Excel files by using a platform that "connects" these for you and instantly updates all sorts of data you need to create the reports you want when you want them. This sounds like a big investment, but the cost of not having the data to make informed decisions far outweighs this investment. See how Pereview Software can offer you an answer in one platform, manage every step from acquisition through disposition for both equity and debt. It's an investment worth making...
Pereview offers flexible pricing to fit the way you do business. https://hubs.ly/Q02-LF6n0 Manage equity, debt, and transactions across your portfolio with AI-powered insights, custom reports, and seamless integrations – all in one platform. Schedule a 15-minute conversation today to explore personalized pricing and see how Pereview can transform your operations! https://hubs.ly/Q02-LFG20 #PereviewPower #realestate #assetmanagement
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✨ Streamline your path to profit with our platform's real-time analysis and machine learning – your silent partner that never sleeps. Say hello to high-tech trading and goodbye to missed opportunities! Dive into data-driven decision-making with Wealth Wingman, where our sophisticated algorithms do the heavy lifting. Whether you're catching Z's or seizing the day, your trades are on autopilot. 🎯 🔧 Unveil the power of automation. Let Wealth Wingman be the co-pilot in your investment journey, navigating the complexities of the market with ease. ➡️ Ready to revolutionize your trading tactics? 📍 #TechThursday #AutoTradeAdvantage #WealthWingman #AutomatedTrading #StockMarketTech #InvestmentTools #TradingAutomation
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How is AI making an impact in private equity? https://okt.to/prPvJi In our next webinar with Private Equity Wire, Jourik Migom, Thoma Bravo's David Tse, Livingbridge's Steve Jones and Permira's Ben Rogers discuss ⤵️ 💡AI and in-house technology 💡Growth opportunities 💡Impact of disruptive tech on portfolio value creation 💡Deep tech and software assets Join us April 18—and get the full industry report on these topics when you register above!
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Succeeding in volatile private markets requires integrated firm and market intelligence. Discover how the AI-powered Intapp DealCloud platform delivers connected, real-time insights and prebuilt reports that help accelerate deal closings and generate higher returns. Book a demo now. https://hubs.li/Q02YNKFN0
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🧠 Solutions have been brewing at the Agentforce Hackathon in NYC Check out how Sanjay Ramchandani and his team are crafting a Slack-based agent to enhance how advisors interact with clients - ensuring personalized follow-ups in investment, estate and tax planning. Craft your own agent with the #BuiltWithAgentforce Quest: https://sforce.co/4fqYiSK
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Succeeding in volatile private markets requires integrated firm and market intelligence. Discover how the AI-powered Intapp DealCloud platform delivers connected, real-time insights and prebuilt reports that help accelerate deal closings and generate higher returns. https://lnkd.in/g6GYYFvt
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Spotlight Series: Unveiling Tomorrow's Trailblazers, One Cohort at a Time Introducing Testimonial iQ, one of the six innovative companies in the Spring WealthTech Accelerator! 🔍 What is Testimonial IQ? Testimonial IQ helps financial advisors build and manage their online reputation while staying compliant with SEC and FINRA rules. It allows advisors to collect and share client testimonials and reviews legally, making it easier to gain referrals and build trust. 👀 Why Choose Testimonial IQ? Since 2022, financial advisors can use reviews to attract clients. Over 90% of consumers check reviews before making decisions, and they trust reviews as much as recommendations from family. Most people start their search for an advisor on Google, where good reviews boost search rankings. Testimonial IQ provides tools for managing reviews, competitor analysis, and insights into digital reputation. This helps advisors find new clients, improve their online presence, and grow their business faster. 🌟 Join the Journey The Founders Arena supports Testimonial IQ in redefining the financial advisory landscape. By providing a compliant platform to leverage client testimonials and reviews, Testimonial IQ helps advisors enhance their online presence and attract new clients to grow their businesses faster. Learn more by visiting their LinkedIn page, Testimonial iQ, and their website at https://lnkd.in/gpQ8xs7d !
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Succeeding in volatile private markets requires integrated firm and market intelligence. Discover how the AI-powered Intapp DealCloud platform delivers connected, real-time insights and prebuilt reports that help accelerate deal closings and generate higher returns. Read the Private Equity Wire interview highlights: https://hubs.li/Q02YNsWh0
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The evolving tech landscape is reshaping financial planning with unprecedented agility. Paraplanners are harnessing innovation to propel their practices forward. Embracing AI-driven analytics and streamlined software, they amplify precision and efficiency, paving the way for more informed decisions. This adaptation revolutionizes client experiences, ensuring tailored solutions with a touch of digital finesse. As paraplanners navigate this shift, upskilling in tech becomes paramount, fostering a dynamic harmony between expertise and innovation. #FinancialTechnology #AdaptiveParaplanners #TechInnovation
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2wCongrats to Vanilla and Jim for revolutionizing estate planning and winning two Luminaries Awards—well-deserved recognition for innovative excellence!