Sami Kanso’s Post

Ready to spend more time with clients and less on admin? Infront WealthTech helps you streamline portfolio management, advanced trading, CRM and client engagement – so you can focus on what matters most. Over 500 wealth managers have already chosen Infront. 👀Curious to see how it works? Get a preview of our interactive demo and discover how Infront can simplify your day-to-day and boost your performance. 🔗 See the demo now! https://lnkd.in/gdTQ6FWA #WealthTech #Fintech #PortfolioManagement

Looking to break into the six-figure club without any tech skills or prior following? Check out Begin Living Now, your straightforward guide to financial freedom. Ready for a life-changing transformation? #FinancialFreedom #WorkSmart

🤝💳 Take control of your financial world with Exodus Integration’s cutting-edge solutions in 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗖𝗿𝗲𝗱𝗶𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗮𝗻𝗱 𝟯𝗿𝗱 𝗣𝗮𝗿𝘁𝘆 𝗙𝘂𝗻𝗱𝘀 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻-𝗯𝗮𝗰𝗸𝗲𝗱 𝗦𝘁𝘂𝗱𝗲𝗻𝘁 𝗲𝗪𝗮𝗹𝗹𝗲𝘁𝘀. Secure, innovative, and tailored to simplify your financial journey. 🔐💡 #FinancialInnovation #DigitalFinance #ExodusIntegration

🎉 Thrilled to announce that Xplan is on top! NextWealth’s Adviser Tech Stack report, has Xplan in top spot, based on strong user reviews (The most important metric, if you ask me!) 🎉 As a Product Manager, I've had the privilege of watching this product begin to evolve with improvements coming across the board, fostering ideas to reality. We’re on a mission to deliver the best experience to all of our users, and this type of recognition is proof that we’re on the right path. 💡 It’s a testament to the hard work, innovation, and dedication of the entire team. From delivering seamless user experiences to tackling the complex needs of the financial advisory world, we’ve strived to build a product that truly empowers advisers to make better decisions for their clients. This is just the beginning, and I can’t wait to see the response to some of the initiatives we have planned. 🚀 #WealthTech #TopSpot #Innovation #ProudProductManager #FinancialAdvisers #Technology #Xplan

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

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

Using the right technology can be a game-changer. At Priority Financial Group, our advisors have access to powerful tech tools that streamline daily operations, improve client experience, and increase efficiency. Imagine what you could accomplish with more time and fewer tech headaches! #TechSolutions #EfficientAdvisors #AdvisorTools

You've heard it before, "Planning tools are too slow, too clunky, and too complicated." We've heard it too - and we've done something about it. Introducing RetireMap - the revolutionary platform that transforms financial planning into a fast, seamless experience. Whether you're creating complex structures or collaborating in real-time with clients, RetireMap empowers you to work smarter, not harder. Want to see how it works? Watch this short video and witness RetireMap in action. Discover how Intelligent Wizards help you: ➡ Cut your planning time by 30 to 40 minutes per plan with plan regeneration ➡ Slash hours from your planning time with new tech innovation ➡ Seamlessly integrate every element of financial & tax planning ➡ Turn client meetings into high-impact strategy sessions in real-time Say goodbye to slow tech, and hello to productivity, efficiency and better client engagement. Have questions or want to see how RetireMap can fit your practice? Let's chat! #Fintech #FinancialPlanningTools #AdvisorTools #WealthMappingTools

Our vision for financial planning has become a reality — and we couldn’t be more excited about it. Collectively we work smarter with a tech-forward platform, an unbiased product suite, and 150+ years of industry experience. If you're looking for a new way forward, you've found it. #Terrawealth #financialplanning #techforward

Stories like this are what we love to see - finding the right fit and seeing our customers thrive 🤝 Discover how Ally Wealth Management, a specialist in Australian expat financial advice, made the seamless transition to intelliflo. #CustomerStory #FinancialAdvice #AdviceTech