Investment technology with a personal touch.
Sherwood Oregon
Joined March 2015
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Need help selecting and implementing technology to create a more personalized client experience? 🤔
We can help! Check out the video below to learn more about how we assist firms like yours...
#FinServ #fintech #wealthmanagement
Looking for tips to make progress with the #wealthtech you already have? We outlined 3 steps to do just that below! 👇
Our team just got back from our 2023 Company Retreat!
From escape rooms to scavenger hunts and team challenges, we had an action-packed week with plenty of great food mixed in.
It's important for us to get everyone together building chemistry and rowing the same direction 😊
🚨 New testimonial Alert 🚨
Wondering what it's like to work with us on your technology evaluation? Check it out!
Thank you to Douglas Goebel, CFA from Quest Investment Management, LLC for the glowing review of Ben Wieber 🙏
#finserv #wealthtech #wealthmanagement
The most common issue we're seeing with investment technology 👇
Subtraction by Addition
There are 2 ways this happens:
1. Lack of Training
Every new platform and solution require more training when many firms aren't trained properly on the software they already have.
Before adding pieces, ask yourself whether your current technology is being used to its full potential.
The relationship we have with technology directly affects our financial success.
As #financialliteracymonth comes to a close, we wanted to share a quote that resonated with our team...
#wealthtech #finserv
When was the last time you assessed your reporting workflows? 🤔
If you'd like to compress the time and effort needed to run client reports each month, we have a flexible process that accommodates you 👇
versoftconsulting.com/servic…
🔴 flags to watch out for when hiring integration partners:
1. They don't work to understand the purpose of your integration
2. Only give one option as a potential solution
3. They don't explain why the integration makes sense
4. No troubleshooting or training is included
Yesterday concluded #themasters and we wanted to highlight a part of the game that's often overlooked.
Caddies.
They obsess over details so golfers use the right club to🏌️ smart shots when the pressure's on.
That's what we do for your #wealthtech!
Our consultants share their biggest takeaways from @t3techhub
1. Cybersecurity is Paramount
2. AI is Here to Stay
3. All-In-One Platforms are Getting Better
Check out all the insights by following the link to T3's Software Survey below
wealthmanagement.com/sites/w…
We came across this fantastic blog post from Pleasant Wealth, LLC and had to share.
The secret sauce to female entrepreneurs building lasting family wealth can be applied to building #wealthtech success too!
It takes long-term commitment and intention.
pleasantwealth.com/2023/03/0…
If implementing automation is on your to-do list for 2023, this 🧵 is for you.
We help office leaders navigate the world of automation and make the best decisions for their teams.
Here are 4 steps to help get you started…
3. How, as a leader, you can prepare your organization for automation.
Sitting down with your departments and team members to document potential processes to be automated is a great way to start.
Bonus: It helps you with every other step 😉