The "advice gap" debate ebbs and flows, yet the challenge remains as critical as ever. 🌊 Our CEO, Stephen Andrews, recently shared his insights with FT Adviser on how technology and platforms can address this ongoing issue. How can we bridge this gap? The potential of technology, from robo-advice to advisory platforms, offers promising solutions. We believe it's essential to focus on tech that not only facilitates investment but also enables genuine advice, fostering stronger client relationships and better financial outcomes. 📖 Dive into the full article here: https://lnkd.in/exhsgxMP #FinancialAdvice #AdviceGap #FinancialPlanning #InvestmentPlatforms #FinancialServices
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#EstatePlanning Professionals: Does your to-do list look more like a novel and your desk resemble an obstacle course? What if your workflow was a little less chaotic and a lot more ✨automatic✨? Imagine this: A custom application designed just for your practice. With the right tools, you can focus on what matters most—peace of mind for you and your clients. #EstateTech #FinTech #DigitalEstatePlanning #WealthTech #EstatePlanningSoftware
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Attract the next generation of investors and build stronger client relationships with moCal, the all-in-one platform designed to streamline your workflow and boost client engagement. Many financial advisors struggle to connect with younger generations of investors. moCal empowers you to bridge the gap by offering a user-friendly, tech-enabled experience. Here's how moCal can help: Save 92% Admin Time: Automate tedious tasks like report generation and rebalancing, freeing up valuable time to focus on client relationships. Boost Client Engagement: Deliver a modern, interactive experience for your clients with secure document sharing, real-time portfolio tracking, and personalized communication tools. By streamlining your workflow and providing your clients with a modern, engaging experience, moCal empowers you to attract and retain next-gen investors. Start your 30-Days Free trial at https://lnkd.in/dFp8BE_6 - - - #FinancialAdvisor #WealthManagement #FinTech #NextGenInvestors #ClientEngagement #InvestorRelations #AdvisorTech #WealthTech #FinancialPlanning #RoboAdvisor #FinancialMarketing #Investing #Finances #PortfolioManagement #moCal
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In the world of wealth management, technology is transforming how we work, but at Skybound Wealth Management, the human touch remains irreplaceable. Husain Rangwalla Chief Technology Officer at Skybound Wealth, shares how Plume WealthTech empowers advisers by automating routine tasks, allowing them to focus more on personalised, high-level financial guidance. Like an autopilot guiding a plane, the tech handles the data while advisers steer clients through their unique financial journeys. Plume WealthTech amplifies adviser expertise, saves time, and enhances client engagement, delivering measurable results that are shaping the future of wealth management. Read how on the link below: https://lnkd.in/ePPSHgNp #wealthmanagement #fintech #advisertech #skyboundwealth #financialplanning #clientservice
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The real impact of technology is realized when it works seamlessly with the solutions you trust. Our new integration with eMoney Advisor represents a meaningful step forward for advisors, empowering them to streamline workflows and deliver more comprehensive, AI-powered estate plans. This partnership combines the best of both worlds—efficiency and personalization—helping advisors elevate their services. By eliminating manual data entry and automating the sync between Vanilla and eMoney, advisors can focus on providing deeper insights and a more seamless client experience. We’re excited to continue bringing innovative solutions to the market, enabling advisors to offer truly holistic wealth management solutions. #EstatePlanning #WealthManagement
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The Vanilla and eMoney Advisor integration is a game-changer for the wealth industry, enabling advisors to deliver seamless, comprehensive estate and financial planning. By automating workflows, it allows advisors to focus on personalized insights and deeper client relationships, elevating the client experience and setting the stage for more comprehensive wealth management. #WealthTech #ComprehensiveWealthManagement #ClientExperience
The real impact of technology is realized when it works seamlessly with the solutions you trust. Our new integration with eMoney Advisor represents a meaningful step forward for advisors, empowering them to streamline workflows and deliver more comprehensive, AI-powered estate plans. This partnership combines the best of both worlds—efficiency and personalization—helping advisors elevate their services. By eliminating manual data entry and automating the sync between Vanilla and eMoney, advisors can focus on providing deeper insights and a more seamless client experience. We’re excited to continue bringing innovative solutions to the market, enabling advisors to offer truly holistic wealth management solutions. #EstatePlanning #WealthManagement
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Business Analysis Lead | Product Owner | Financial Services | Driving Digital Transformation in Wealth and Asset Management
What is Hybrid Advice? Experts in financial services and technology have different views of what hybrid advice means to them. However, what does hybrid advice mean to a client? To demystify advice for clients, simple explanation can be "Hybrid advice is a blend of human, technology and algorithms to generate most suitable advice in a trustworthy, convenient and affordable way." What can we add or remove from this to make it easy for our clients to understand the Hybrid advice proposition? #AdviceTech #WealthTech #HybridAdvice
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Taking a break from work is essential—not just for your mental and physical health, but also for gaining fresh perspectives. However, the thought of stepping away can often come with anxiety about how things will be running in your absence. Luckily, Credee's advanced tech helps you stay on top of everything related to financing, even when you're away. With seamless automation, real-time updates, and secure access from anywhere, you can enjoy your well-deserved break. #Credee #nocreditcheck #CredeePaymentPlan #FinancialAutomation #SmartFinancing #FinancialManagement #Automation #TechSolutions #Fintech #FinancialFreedom
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Taking a break from work is essential—not just for your mental and physical health, but also for gaining fresh perspectives. However, the thought of stepping away can often come with anxiety about how things will be running in your absence. Luckily, Credee's advanced tech helps you stay on top of everything related to financing, even when you're away. With seamless automation, real-time updates, and secure access from anywhere, you can enjoy your well-deserved break. #Credee #nocreditcheck #CredeePaymentPlan #FinancialAutomation #SmartFinancing #FinancialManagement #Automation #TechSolutions #Fintech #FinancialFreedom
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Taking a break from work is essential—not just for your mental and physical health, but also for gaining fresh perspectives. However, the thought of stepping away can often come with anxiety about how things will be running in your absence. Luckily, Credee's advanced tech helps you stay on top of everything related to financing, even when you're away. With seamless automation, real-time updates, and secure access from anywhere, you can enjoy your well-deserved break. #Credee #nocreditcheck #CredeePaymentPlan #FinancialAutomation #SmartFinancing #FinancialManagement #Automation #TechSolutions #Fintech #FinancialFreedom
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In #WealthManagement, every client is unique—so why settle for one-size-fits-all tools. Consider custom software that fits your practice like a glove, helping you manage your clients’ wealth with ease. Because personalized service deserves personalized tech 💻✨ #WealthTech #CustomSolutions #FinTech
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Thank you for this article! Can you elaborate on specific features or functionalities that advised platforms should incorporate to ensure they are accessible and meet the needs of a diverse range of investors?