TJ Bennett’s Post

Did you know that you have the power to edit portfolios directly for your final investors? 💼 This means offering them unparalleled reporting capabilities, including detailed cash flow analysis. 💰 At Vizibility, we're committed to empowering advisors and investors alike with innovative tools to enhance their financial journey. With this functionality, you can tailor portfolios to meet your clients' specific needs and provide them with comprehensive insights into their investments. Take control of your reporting and provide your clients with the transparency and customization they deserve. Discover the possibilities with Vizibility today! . . #FinancialAdvisor #Investing #VizibilityPlatform #CustomReporting

We are committed to ensuring advisors maintain the freedom and flexibility to manage their independent practice, while also providing them with access to innovative digital planning and advice tool options to support the long-term financial health of their clients. That’s why we’re thrilled to announce a new partnership with Conquest Planning Inc., a leading technology platform modernizing financial planning with customized and convenient advice. 🤝 Our advisors now have the option to take advantage of Conquest’s AI-powered Strategic Advice Manager, enabling them to make smart financial recommendations based on a client’s individual situation and ensuring their success at every stage of their lifelong financial journey. 💡 #partnership #ConquestPlanning #financialadvisor #financialplanning #wealthmanagement #wealthtech

Exploring the evolving landscape of financial advisory tools!  In a recent ProAdvisorSuite Vendor Partners case study, Bento Engine, Asset-Map, and fpPathfinder emerge as top choices for "Advice Engagement." As Brad Mendel from Mendel Money Management confirms, “We're on the edge of the best technologies and resources to serve our clients.” The trend seems to be a shift towards these tools, signaling a change in how advisors engage clients. Do you agree? Share your insights! 👉 Check out the full case study for a deep dive into the preferences and perspectives of industry experts: https://lnkd.in/dQHGVxA7 #FinancialAdvisory #Fintech #AdviceEngagement

Before a single line of code was written, we immersed ourselves in conversations with wealth managers and industry folks and uncovered a pervasive issue: legacy platforms, packed with endless features, often fail to address core advisor and client needs. This leaves advisors searching for solutions outside the platform. 📉 The Problem: Advisors frequently rely on legacy tools like Excel and PowerPoint—familiar, yes, but dated, inefficient and difficult to scale. These workarounds disrupt workflows and drain valuable time. 💡 Our Approach: We’ve designed modern, innovative software to close these gaps, enabling advisors to engage wealth owners more effectively and bring their financial journeys to life. It’s not just about upgrading technology—it’s about fostering deeper connections and creating more impactful client experiences. 🎥 Don’t miss Summit COO Anthony Sperling's interview, where he shares how we’re tackling the limitations of outdated technology. #Summit #FinTech #WealthTech #HumanCentered

💡 What Drives Change in Financial Planning Technology? 💡 In a recent conversation with David Drane, Director at The Family Finance Centre Group, David Broom, Fintegrate COO explored the key motivators behind adopting new technology in financial planning. For David Drane, the decision to embrace innovation boils down to one thing: time. Whether it’s reducing the hours spent on reports, streamlining research processes, or eliminating inefficiencies from outdated systems, the goal is clear—finding quicker, better ways to serve clients without compromising on quality. The conversation also touched on the frustrations many advisers face with legacy systems that slow down workflows. In today’s fast-paced environment, modern tools that integrate seamlessly and save time are no longer optional—they’re essential for firms wanting to stay ahead. #FinancialAdvisors #FinTech #AdvisorBuilt #EfficiencyInFinance #Innovation

Hi LinkedIn Fam!! Today marks the start of our design sprint aimed at revolutionizing financial management for businesses. Problem Statement: Many businesses struggle with efficient financial management, leading to high costs and inefficiencies. Research Insights: We conducted in-depth research and found that manual processes and lack of automation are key pain points. Target User: Our focus is on directors and financial managers who need streamlined, automated solutions. Stay tuned as we dive deeper into creating a solution that meets these needs!! CVSpan #DesignSprint #UserResearch #ProblemSolving #FinTech

Imagine Losing Clients Just Because You Didn’t Have the Right Tools! 😱💼 Without Finexa, you’re missing: 1. Real-Time Alerts—Competitors act, while you react. 2. Automated Budgeting—Hours lost to manual work. 3. Investment Tracking—Juggling client portfolios on multiple platforms. 4. One-Stop Management—Productivity slipping through the cracks. If you’re an MFD, wealth manager, or company seeking a streamlined solution, Finexa is your all-in-one tool. Don’t get left behind—give your clients the best. 🚀 Unlock your clients' financial success with just a click! Ready to transform the way you manage wealth? Schedule your FREE demo today and see the difference! 👉 https://lnkd.in/gMaerScz #WealthManagement #FinancialAdvisor #InvestmentStrategy #FinancialPlanning #WealthCreation #ClientSuccess #InvestmentManagement #PersonalFinance #FinancialLiteracy #PortfolioManagement #WealthAdvisor #RetirementPlanning #InvestmentOpportunities #FinancialGoals #WealthBuilding #ClientRelations #FinanceProfessionals #FinancialServices #InvestmentConsultant #FinancialSolutions #Finlabs

Bringing innovation to the financial industry isn't easy - it means navigating regulatory hurdles, outdated technology, and often, unclear business requirements. Too often, banks rely on off-the-shelf enterprise solutions, only to face cost overruns, delays, and missing functionalities that fall short of their vision. The solution? Partner with a trusted custom development experts who can guide you through the complexities and deliver the innovation you need - on time and within budget. Contact Global Engineering Technologies to explore how we can help you launch your next big idea. #Innovation #FinancialServices #CustomDevelopment #TechSolutions #Fintech

🚫⛔️🙅♀️😱😑🤷♂️ Can innovation that “nobody needs” actually go viral globally? They can when the current providers of solutions to a community ask (and answer) the wrong questions. Several years ago when Kirsty Du Toit CFP ® ,Bennie Gouws, CFP® CA(SA) and Gary Winslow had the entrepreneurial insight to expand Asset-Map to #SouthAfrica ‘s financial advice market they were asking the unasked question. How can professional advisors differentiate and deliver more engaging advice using the same process as everyone else? How can we help the customer of financial advice be better served by getting new insight and confidence about their financial condition using technology? They learned about a promising solution from a review by Michael Kitces early in Asset-Map’s scaling journey, reached out, and burned their boats. It’s amazing to see how they have literally built a category of advice that nobody asked for. Most traditionalists claimed “nobody needs that!” (which of course made the journey that much harder). And today they are showing firms a glimpse of what can be done when we help our clients just see their financial life with clarity- when we help them diagnose financial well-being faster than ever, and create engagement through PARTICIPATION, not just presentation. Major congrats to Asset-Map ZA for their vision when no one seemed to notice- for their hard work evolving the status quo -for their passion around the advice business -for their and their families’ sacrifice to bring a vision forward. This is a milestone achievement in recognituon, and we’re awfully proud of you. 👍 👏 🏅 #LeadWithAdvice

In the evolving landscape of financial services, it’s not just about creating solutions; it’s about creating scalable, accessible, and cost-effective solutions. Envision a system where advisors can amplify their efficiency and effectiveness without the burden of high costs or complexity. This is the new era of financial tech – where innovation meets practicality. It’s time to explore how the right system can revolutionize your approach, making expert advice more accessible than ever. How does your organization balance cost, ease of use, and scalability in its tech solutions? Tune in here for more → https://hubs.ly/Q02sq6Yy0 #FinTechInnovation #ScalableSolutions #CostEffectiveTech #AdvisorEfficiency #FinancialServices #TechRevolution #EaseOfUse #BusinessGrowth 🌐💡💼