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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Number 8860726. Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. Registered in England and Wales.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Number 8860726. Among the things I’ve been unable to get to in-depth this week was an integration similar in some ways to that of Jump and RightCapital: a new collaboration between the popular PreciseFP, a client engagement and data-gathering software (today part of Docupace), and AI notetaker Zocks. Registered in England and Wales.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Number 8860726. Related: Fynancial Wins Best in Show at Wealth Management EDGE Tech Demos “Data lakes are an important part of the foundational infrastructure of a firm that is growing, especially for a firm that is acquiring,” said Cook. Registered in England and Wales.

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Scenes from Day 2 of Wealth Management EDGE

Wealth Management

Number 8860726. Still, some of the most popular parts of the conference continued this year as well: Tech Tours and demos, RIA Edge 100 wine tasting, next-gen meet up, mentor speed dating and ice cream in the expo hall. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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The Latest In Financial #AdvisorTech (September 2022)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Farther raises a $15M Series A to try to make a more efficient back-office for advisors to actually be able to take home a 75% payout.

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5 Steps You MUST Complete to Ensure You’ve ACTUALLY Done Your “Due Diligence”

Diamond Consultants

Performing your due diligence ensures youre making informed decisions that protect your business and your clients. The Technology Demo These demos are often the moment when advisors truly connect with a firm. Its not just about the numbers; its about the people who will be supporting you and your clients.

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Trending This Tuesday, October 25, 2022

FMG

In order to streamline, use a central feedback hub and limit the number of content “reviewers.” Use them when talking with clients and prospects. Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? Book a Demo to Find Out More.

Media 72