RapidFunds’ Post

FINBOURNE and Taskize have joined forces to help operations teams in capital markets organisations manage breaks, reconciliations and exceptions faster and with increased accuracy.      In our latest fact sheet, we uncover how the FINBOURNE and Taskize integration can transform your exception management to eliminate manual errors and boost operational efficiency.     Click here to read:  https://lnkd.in/eTb2dySQ    #FINBOURNE #Taskize #Integration 

It's been great to work with the team @Finbourne over the last few months to bring this integration to life! Together, we're making it easier for capital markets operations to stay on top of breaks and exceptions. Curious to learn more? Grab the fact sheet and see how it can help your team. #Fintech #Posttrade #Finance

As a #GP your responsibilities are many and your time is at a premium. It makes not only logical but financial sense to leverage tools and processes that make you and your teams more efficient, organized and informed. Your focus should be on #raisingcapital, impressing your #investors and streamlining your #operations, not on the daily housekeeping tasks that plague shops without a platform. At Fund Launch Live in Orlando this year one of the primary themes for GP's was that "without a platform, its not if, its when you are going to fail." The InvestNext Solution is the most cost effective, functional, deployable and user friendly tool in the market. Regardless of your size, scale or scope. If you are a GP (or work for one) check out this little blurb below to see how we can support you, then give me a shout. Dan Richardson Kevin Heras Evan Haft Julian Eiers Alex Staneski Cassandra Lettieri

Well said Ainslie Simmonds. Best part of this feature is single click Rebalance/Trading capability which advisors love. Best part is that we are just getting started. Think of the possibilities like automation and intelligence that we can build on top of this. #WovePlatform #WealthTech #advisortech #RIA #bnymellon #PershingX

Why Join Real? Kelly Norris outlines the advantages for independent brokers, highlighting how Real's integrated technology simplifies running a brokerage. He praises the system's ability to consolidate necessary tools, making operations smoother and more cost-effective. #BrokerageBenefits #RealEstateTech

Consider this: 25% of investors might switch from their wealth managers if tech advancements aren’t embraced. 📲💡 Avaloq's research points out that while investors are keen on real-time insights and portfolio transparency, many wealth managers are hindered by outdated systems. This is particularly evident in the UK, where 50% of wealth managers aren't using modern investment tech effectively during client meetings. How are you using technology to enhance client trust and service? Are the limitations of your current systems affecting your client relationships? #WealthManagement #FinTech #ClientEngagement #FinancialAdvisor #IFA #IndependentFinancialAdvisor

Whether you're nurturing a budding startup or holding the reins of an established enterprise, we at Speaks Financial Group (SFG) believe in evolving alongside you. 🌱➡️🌳 Understanding the diverse financial needs. That's why we've crafted a comprehensive suite of business solutions tailored for different growth stages. 💪📊 Work smarter, not harder by leveraging our innovative payment processing technology to scale your business boundaries.💼🚀 Join us in this exciting journey for seamless financial management! Because at SFG, your growth is our success.🤝💼📈 #SFG #BusinessGrowth #PaymentSolutions #FinancialManagement #TeamWorkMakesTheDreamWork 🎉

InvestorCOM's Compliance Dashboard offers an integrated and real-time way for compliance and supervisory teams to analyze their firm’s rollover recommendations. The unified interface gathers all data that allows firms to monitor rollover volumes across advisors, drill into details, and identify risk-based scenarios that require additional research or remediation. To learn more about this, and other features of the InvestorCOM RegTech suite, click here: InvestorCOM.com/demo #Rollovers #WealthManagement #InvestorCOM Parham Nasseri, CFA Dave Reeve Adam Deathe Bill Donnell David O'Brien Vanessa Sharon Randy Barnes John McDonald Lori Skelcher Melanie Sergi, PMP, CSM

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