Michael Finn CeMap CertRBCB’s Post

The wealth management industry has seen huge shifts in technology over the past decade, but are you making the most of it? Speaking at Timeline’s Adviser 3.0 event, moneyinfo’s Managing Director Tessa Lee takes you on a journey through time, from paper-based processes to cutting-edge client portals. Watch the full video on demand to discover key insights into the past, present and future of financial technology. A talk you can really sink your teeth into! 🔗 Link in the comments.

Feeling hungry for #WealthManagement insights? Check out our talk at Adviser 3.0 with MD Tessa Lee, which you can really sink your teeth into! ▶️ https://lnkd.in/eNAg7Xn4

We are happy to share this latest integration update with Vanilla, delivering a unified financial planning experience that combines AI-powered estate planning with eMoney's financial planning technology.   👇🏽 Click here to learn more about this integration. #financialplanning #integration #estateplanning

Advisors asked, we listened. Our new direct eMoney Advisor integration will transform how you deliver holistic financial advice—forever. With this exciting new partnership, Vanilla becomes the first estate planning solution to unite AI-powered estate planning with industry-leading financial planning technology. Firms using Vanilla and eMoney together will have the power to: • Eliminate manual data entry with automatic sync • Accelerate estate planning with AI-powered insights • Seamlessly manage data across both platforms To learn more about this integration and when it will be generally available, read on: https://lnkd.in/enzAy9YX #wealthtech #emoney #integration

🚫⛔️🙅♀️😱😑🤷♂️ Can innovation that “nobody needs” actually go viral globally? They can when the current providers of solutions to a community ask (and answer) the wrong questions. Several years ago when Kirsty Du Toit CFP ® ,Bennie Gouws, CFP® CA(SA) and Gary Winslow had the entrepreneurial insight to expand Asset-Map to #SouthAfrica ‘s financial advice market they were asking the unasked question. How can professional advisors differentiate and deliver more engaging advice using the same process as everyone else? How can we help the customer of financial advice be better served by getting new insight and confidence about their financial condition using technology? They learned about a promising solution from a review by Michael Kitces early in Asset-Map’s scaling journey, reached out, and burned their boats. It’s amazing to see how they have literally built a category of advice that nobody asked for. Most traditionalists claimed “nobody needs that!” (which of course made the journey that much harder). And today they are showing firms a glimpse of what can be done when we help our clients just see their financial life with clarity- when we help them diagnose financial well-being faster than ever, and create engagement through PARTICIPATION, not just presentation. Major congrats to Asset-Map ZA for their vision when no one seemed to notice- for their hard work evolving the status quo -for their passion around the advice business -for their and their families’ sacrifice to bring a vision forward. This is a milestone achievement in recognituon, and we’re awfully proud of you. 👍 👏 🏅 #LeadWithAdvice

The NextWealth Adviser Tech Stack series provides an in-depth look at the technology powering financial advice. In the latest report, Mark Aldous shares key insights into what’s covered 💭 📥 Want a sneak peek? Download the sample via the link below, or reach out to us at enquiries@nextwealth.co.uk with any questions. #AdviserTech #FinancialAdvice #Adviser #Reviews #Tech

Did you know? InvestCloud’s Digital Wealth suite empowers advisors to deliver personalized financial experiences at scale. Learn more about how we’re transforming wealth management: https://hubs.ly/Q02xRk2x0

Discover how technology can revolutionize your financial life! From budgeting apps to investment platforms, learn about the top tech tools that can help you achieve financial independence. Watch now and start your journey to financial growth. #FinancialGrowth #TechTools #Financialfreedom #InvestSmart #SaveWisely #genx Want to create live streams like this? Check out StreamYard: https://lnkd.in/eJF-WN7j

This week's Adviser Catch-Up featured special guest Recep III Peker from SuitabilityHub. Recep's mission is to help financial advisers deliver their best advice to as many people as possible. He founded SuitabilityHub in 2021 to enable advisers to take a more holistic approach to Best Interest Duty when selecting products. With 15 years of market research experience in the financial services industry, Recep spent 11 of those years at Investment Trends, where he led wealth management research. Before his research roles, he gained hands-on experience in the advice industry at a boutique financial planning firm. Recep discussed who SuitabilityHub are, including: - How they perform institutional-grade platform due diligence; - The unparalleled transparency into each investment platform’s adviser and client-facing offerings; and - Provided a demonstration of the software To wrap up, our advisers discussed investment platforms, covering both retail and wholesale options. #FinancialAdvisors #WealthManagement #InvestmentPlatforms #FinancialPlanning #AdviserCommunity

WealthTech-Wednesday! The financial industry is rapidly evolving, and using innovative technologies is key to staying ahead. Infront’s WealthTech solutions are designed to improve efficiency by integrating multiple tools and analytics, so as to make more swift and accurate decisions. Easier-to-use tools, easier to write off tasks on your personal agenda!