Performativ - Wealth Management Software ’s Post

Valuable insights from Edwina into the evolving needs of advisers, and the top trends for wealth management platforms to support them.  

Agility in wealth management has never been more important meaning advice businesses need to take on new opportunities and grow their business in order to tackle the increasing demand for financial advice. Hear from Group Executive Edwina Maloney as she shares some insight into the top trends for platforms over the next five years and how North is well positioned to support with these changes. Read more. https://lnkd.in/gkUQySbk

We know there is will be growing demand for financial advice as more people find themselves navigating the complexities of our retirement system and needing assurance they can retire with confidence. In this article for the IFA I explore how platforms like North can help advisers adapt and evolve to embrace this growing demand and changing needs of their clients.

✨ Our Clients Speak! ✨ We believe that the voice of our clients says it all. This video showcases some of our valued clients sharing their experiences and the impact of partnering with us. Our team is committed to unlocking value and delivering exceptional results. Our clients' successes motivate us to keep raising the bar! If you’re ready to take the next step towards smarter investments, join us today! Your journey to financial growth starts with the right partner. #customertestimonial #assetium #smartinvestment #commodityinvestment #clientsuccess

Financial advisor industry has evolved but still a long way to go : - most advisors have transformed from selling products to selling advice - from selling information to giving personalised guidance - from investment advice to holistic wealth management - but it didn’t happen overnight, it has evolved through trends like the growing demand for advice has increased The world is getting more complex with more choice, more assets, more volatility and competition. Most industries in our lives are getting personalised, convenient and digitised. And those getting free, same day delivery becomes advisors clients. We at Fortuna believe that the business models and technology needs to evolve in this space, because we aren’t simply awaiting the next transformation in this industry, but we’d like to spearhead it. #wealth #advisors #financial

The landscape of wealth management is evolving rapidly. I'm particularly excited about the rise of sustainable investing, the growing importance of digital advisory services, and the increasing focus on personalized financial planning. These trends are significantly reshaping how high-net-worth individuals manage and grow their wealth. #WealthTrends #FinancialServices #FutureOfFinance #PresCapAdvisors

Simplify your advisory process while delivering exceptional client outcomes. At i², our independent, high-quality investment solutions empower advisors with the tools they need to navigate complex financial landscapes and craft tailored, impactful strategies. Partner with us to redefine client success! Contact your financial advisor now. #SmartInvesting #FinancialGoals #InvestmentStrategies #i2Solutions #Financial

My journey in wealth management didn’t start in an office—it began at the teller window, where I saw firsthand the everyday financial challenges people faced. That experience influenced the holistic approach to wealth management I take today, going beyond just picking investments to truly understanding and addressing each client’s unique financial needs. If you’re ready to explore a wealth strategy that goes beyond just your investments, let’s connect. 💼💡 #WealthManagement #FinancialPlanning #InvestmentStrategy #WealthAdvisor #FinancialGoals

In a recent article featured in Business Magazine, Nathaniel Tsang Mang Kin, our Head of Financial Operations, explains our strategic approach to wealth management in today's dynamic financial world. His insights underscore our commitment to staying at the forefront of wealth management by embracing innovation, strategic thinking, and client-centric solutions. Read The full article here: https://lnkd.in/dMjShuGd  #FinancialInsights #WealthManagement #StewardsInvestmentCapital #BusinessMagazine

🌐 𝐑𝐞𝐚𝐜𝐡𝐢𝐧𝐠 𝐭𝐡𝐞 𝐍𝐞𝐱𝐭 𝐆𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 🌐 Versant Co-CEO Royce Ramey, CFA, recently shared his insights with Forbes Finance Council on how financial institutions can bridge the gap with Gen Z by offering strategies, digital tools, and services that align with their lifestyle needs. Gen Z wants more than traditional financial approaches. They prioritize instant access, self-service options, and tech-forward solutions that fit seamlessly into their fast-paced, digital lives. What worked for prior generations isn’t enough – we have to meet Gen Z where they are, with tools that empower them to manage their finances independently and on their terms. Read more here ➡️ https://bit.ly/3YIV0Eo 𝘍𝘰𝘳𝘣𝘦𝘴 𝘍𝘪𝘯𝘢𝘯𝘤𝘦 𝘊𝘰𝘶𝘯𝘤𝘪𝘭 𝘪𝘴 𝘢𝘯 𝘪𝘯𝘷𝘪𝘵𝘢𝘵𝘪𝘰𝘯-𝘰𝘯𝘭𝘺 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘵𝘺 𝘧𝘰𝘳 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦𝘴 𝘪𝘯 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘪𝘯𝘨, 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨, 𝘸𝘦𝘢𝘭𝘵𝘩 𝘢𝘯𝘥 𝘢𝘴𝘴𝘦𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘢𝘯𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘧𝘪𝘳𝘮𝘴. #genZ #investing #wealthmanagement