Michelle Militello (LoVuolo)’s Post

If growth is your goal in 2024, ensure you have the right processes and technology in place to support you. Our Business Systems Consulting team recently worked with a rapidly growing real estate investment firm to do just that, assessing current technology and implementing the changes needed to propel the customer forward. See how we did it in this case study: https://lnkd.in/eZFXduYN #businesssystems #techstack #techecosystem

The Power of Strategic Advisory in Real Estate. At Advisor-X, we believe that strategic advisory is the cornerstone of success in the real estate sector. Our team leverages deep industry knowledg, cutting-edge analytics, and global-local relationships to help clients navigate complex market dynamics. From large scale master development to investment analysis to portfolio optimization, we offer tailored solutions that drive high impact value and foster sustainable growth. Discover how our expert insights can transform your real estate ventures into profitable, resilient business and assets. #RealEstate #StrategicAdvisory #AdvisorX

Does your team struggle to overcome reporting challenges to deliver timely, transparent communication to investors? You’re not alone. Learn how tech can eliminate those challenges at this afternoon’s Information Management Network (IMN) CFO & COO Forum panel, where participants will discuss these challenges and offer tips for finding and sharing actionable insights quickly and effectively. Pereview Software's Founder and CEO Jeff Wilson will be joined by Dylan Payne of Juniper Square, Mike Sebastian of Appfolio Investment Management, Jack Swoboda of SymmetRE, and Juan Leon of Yardi Systems for the discussion "Embracing Technology to Optimize Investor Reporting Best Practice." Among the insights they will share are: ➡️ The most common reporting challenges firms face ➡️ The reporting capabilities investors are demanding ➡️ How technology is changing the reporting game ➡️ Opportunities for improving budgeting and forecasting with tech ➡️ Tips for using tech to improve investor communication After the panel, stop by and talk with Jeff, Daryl E. Pitts, and Max Stewart to learn how Pereview’s automation can reduce the time you spend on reporting by 90%. #IMNevents #realestate #assetmanagement #cre

Research and Insights from Maveric Systems Limited: Advancing transformation in wealth management: innovations in digital service, adviser enablement, and technology foundations For the necessary reading in Wealth Tech, Maveric’s report, “Advancing Digital Transformation in Wealth Management,” provides a ringside analysis of innovations in digital service, adviser enablement, and technology foundations. The report, with rich illustrations and useful infographics, equips wealth managers with the knowledge and tools to confidently leverage digital tooling to differentiate themselves. Read online: https://lnkd.in/gBYPHs6W #wealthmanagement #WealthTech #TWMMembers

How willing and ready is the property industry to embrace digital transformation? Does the sector excel, boldly pushing the frontiers of innovation, or does it lag, stubbornly clinging to traditional ways of doing business? We recently spoke to Caitlin Koskinen, CIM’s Senior Enterprise Account Executive. Caitlin brings a valuable wealth of experience from a number of leading enterprise software providers. During our chat, we were keen to uncover Caitlin’s fresh perspective and initial reactions on how the real estate sector’s ‘tech readiness’ compares to others she has engaged with. Here are some interesting takeaway quotes from the conversation. Read the full chat at: https://lnkd.in/gR9W4ZSm #RealEstate #Proptech #DigitalTransformation #TechAdoption #TechReadiness

🚀 Transform Your Wealth Management Journey At WealthBrain, we provide scalable solutions designed to elevate wealth management practices. 🔹 Portfolio Consolidation 🔹 Comprehensive Wealth Reporting 🔹 Integrated Ecosystem 🔹 Enhanced Analytics Discover how our PMS solutions can streamline operations, provide actionable insights, and help your business thrive. 🌟 Grow Your Business with WealthBrain 🌟 👉 Book a Demo Today: www.wealthbrain.com #WealthManagement #Innovation #PortfolioManagement #BusinessGrowth #WealthBrain

The transition to independence can be a challenging process for financial advisors & their firms. However, with the right partner, the journey can be smoother and more efficient. Learn more about how DPL's Breakaway Accelerator Program can help: https://bit.ly/4a41VvH #FinancialPlanning #WealthManagement #Breakaway

Big moves in the financial services industry! While companies like Evercore and Cetera are expanding partnerships and capabilities, AssetMark is making waves by extending its collaboration with Cheetah, a cutting-edge cloud-based trust accounting system. This collaboration delivers a unified wealth management solution, helping advisors seamlessly expand into trust services and actively manage client assets like never before. It’s clear the industry is buzzing, but AssetMark is leading the charge in empowering financial institutions and advisors. Read more: https://bit.ly/4fWgTqh #IndustryNews #WealthManagement #Innovation #AssetMark #Cheetah

As LPs seek for enhanced communications and easier way to access information, #investor experience became the new point of focus in private markets. Historically, GPs prioritised building relationships directly with their investors, often overlooking technology, resulting on slow and frustrating digital experiences for investors. Our latest article offers three strategic recommendations for elevating investor experiences while simultaneously enhancing GP operational efficiency. Read the article now 👉 https://lnkd.in/dKsJVz_v In the article, we discuss: 💡 Investor Onboarding 📊 Investor Portals 📨 Investor Queries Christopher Vilhelmsen | Tim Friedman | Katie Brown | PE Stack by Holland Mountain #privateequity #privatemarkets #privatedebts #lps

🌟 Transform Your Wealth Management Experience with Wealthbrain! 🌟 At Wealthbrain, we believe your wealth deserves the best. Our cutting-edge Portfolio Management System (PMS) empowers you to streamline, consolidate, and gain valuable insights into your investments with ease. Whether you're an investor, advisor, or family office, Wealthbrain’s holistic platform delivers advanced analytics, seamless reporting, and compliance support – all tailored to optimize your financial journey. 📊 Consolidate investments   📈 Access advanced analytics   📑 Enjoy seamless reporting  Discover how Wealthbrain is reshaping wealth management for the digital age. Book a demo with us to see how we can empower your financial landscape. 🔗 http://www.wealthbrain.com #WealthManagement #DigitalTransformation #InvestmentManagement #Wealthbrain #PortfolioManagement #FinancialInsights