Vikaashh Kripallani’s Post

The Global Family Office 2024 Survey reveals that 97% of investors expect portfolio growth over the next 12 months.      The Asset Vantage family office software empowers over 350 UHNW families globally, managing combined assets exceeding $300 billion, to unlock valuable insights that drive enhanced investment strategies.      Families are making informed decisions by leveraging AV to gain a comprehensive view of portfolio performance, slicing and dicing data to evaluate financial metrics, and deriving actionable insights through granular analysis of any and all asset classes.   Don’t let your family office fall behind. Experience AV today: https://lnkd.in/dHM_8HzT     #Singlefamilyoffice #Multifamilyoffice #FOTech #Familyofficesoftware #Performancereporting #Financialinsights #Wealthtech #Globalfamilyoffice2024 #AssetVantage #Portfolioaccountingsoftware #Financialdatamanagementsoftware

Some might say ... About time ! .. you guys are financial planners - so give yourself the time to work with more clients to plan their financial journey. The resources that are spent on data inputting, wow ! Good article from NextWealth below ⬇ The JustFA - More than a platform is a next generation back office system, married to a first class investment platform (powered by Seccl) all seamlessly knitted together so you can go from back office to investment platform through the one screen. No 2 screens needed, no swivel chairs, oh, and no paper ! Its a streamlined and automated way of operating. Data from the back office is automatically pulled through to the investment platform 🙂 From new business to existing clients - offering an efficient and digital proposition, will afford you, your business and your clients a smooth and engaging way of working. At JustFA - More than a platform we can implement this for you at no cost and in 5 weeks. We do the tech work whilst you do the financial planning. 🙂 Heather Hopkins NextWealth #IFA #finanicalplanning #paraplanning

Successful advisors aren’t just earning more—they’re doing it with higher profit margins. The Virtual Family Office (VFO) model helps you increase revenue without adding more work to your plate. Curious how it works? Schedule a strategy session at https://hubs.li/Q02Sg9BN0. #AdvisorGrowth #ProfitMaximization #VFOModel

Servicing 11% of the world's assets, we can see what others can’t. The second in our four-part article series, “Full Speed Ahead: Data and technology to power your back office” presents six steps to improve data and tech capabilities within the back office, helping to support investment performance and business growth. Download here: http://ms.spr.ly/6040ltYWj

Servicing 11% of the world's assets, we can see what others can’t. The second in our four-part article series, “Full Speed Ahead: Data and technology to power your back office” presents six steps to improve data and tech capabilities within the back office, helping to support investment performance and business growth. Download here: http://ms.spr.ly/6042lsqK0

Servicing 11% of the world's assets, we can see what others can’t. The second in our four-part article series, “Full Speed Ahead: Data and technology to power your back office” presents six steps to improve data and tech capabilities within the back office, helping to support investment performance and business growth. Download here: http://ms.spr.ly/6049lS9o9

Servicing 11% of the world's assets, we can see what others can’t. The second in our four-part article series, “Full Speed Ahead: Data and technology to power your back office” presents six steps to improve data and tech capabilities within the back office, helping to support investment performance and business growth. Download here: https://lnkd.in/eW-PSsiZ

Servicing 11% of the world's assets, we can see what others can’t. The second in our four-part article series, “Full Speed Ahead: Data and technology to power your back office” presents six steps to improve data and tech capabilities within the back office, helping to support investment performance and business growth. Download here: http://ms.spr.ly/6043lxBSh

Nearly half of #familyoffices are developing or rolling out a #technologystrategy this year. This comes as roughly one in five identify inadequate investment in technology as a core risk to their family office, while nearly three-quarters report being either underinvested or only moderately invested in the operational technology needed to run a #modernbusiness. To learn more, explore our Top 10 Family Office Trends, 2024 report! Visit: https://deloi.tt/3UOJ4xV #Familyofficeinsights