GeoWealth’s Post

Stay ahead in Wealthtech with the latest insights from Chris Latham's article in Wealth Solutions Report! Featuring #AssetMark and top players like AdvisorEngine, T3, and more, this edition unveils groundbreaking integrations, platform launches, and strategic relationships reshaping the industry. Don't miss out on exploring AssetMark's empowering new Tax Management Services for advisors. #WealthManagement #FinTech #Innovation

Transforming investment management with technology! Dive into my latest article where we explore how robo-advisor platforms are making sophisticated financial advice accessible to all. Discover the features, cost insights, and steps involved in building a robo-advisor that can navigate the complexities of today's financial landscape efficiently. Let's demystify the future of automated investment management together!

Exciting news! BetaNXT has partnered with TIFIN AMP to revolutionize fund distribution. #WealthManagement #Partnership #ArtificialIntelligence This alliance connects TIFIN AMP's AI-driven insights to BetaNXT's extensive data capabilities, marking a significant milestone in the wealth industry. As we build out our connected wealth ecosystem, this partnership enables us to improve the experience for broker-dealers, asset managers, financial advisors, and investors. Read my thoughts on this partnership in my latest blog post. https://lnkd.in/g87qF6V7

Since wealth management is about making connections with people and getting to know them, advisors and firm leaders should apply that skill set when evaluating wealthtech. In addition to testing the platforms, learn about the key personnel running those tools. Tech leaders who can communicate well – and give you confidence that they understand what matters to you, your firm and your clients – are more likely to have tech products that will work for you, your firm and your clients. Conversely, you might want to reconsider adopting platforms run by people who don’t give you such confidence. Wealthtech tools for RIAs and IBDs must provide useful solutions that independent advisors face, and deliver enhancements in response to advisor and firm-level feedback. That can only happen if the people making the technology, and their leaders, are aligned with you, their client. #WealthManagement #FinancialAdvisors #Wealthtech #Fintech

🚀 In 2023 Visible.vc made investors' lives easier when it came to collecting important information from their portfolio companies, transforming it into meaningful insights, and sharing engaging updates with their teams and stakeholders! ✨ Key Highlights: - Monitoring 8k portfolio companies effortlessly. - Eliminating 92k reminder emails with automated processes. - Facilitating 12k LP updates seamlessly. 🔍 New Features Included: - Streamlined data collection from over 350 VC funds. - Advanced tools for transforming data into actionable insights. - Enhanced communication methods with stakeholders. 📈 Visible's latest product updates make collecting, analyzing, and sharing portfolio data more efficient than ever. These improvements are pivotal for investors aiming to optimize their operations and decision-making processes. 💡 Discover more about how Visible is shaping the future of portfolio monitoring and reporting: https://lnkd.in/dYaRGd6h #investmentmanagement #portfoliomanagement #dataanalytics #investmentinsights #investorrelations

😯 Everyday I continue to be surprised that #AssetManagers of all sizes are still relying on excel spreadsheets and email to conduct #InvestorRelations and manage their #InvestorOnboarding process. 👨💻 Private Markets are certainly lagging behind when it comes to leveraging technology and switching to the cloud☁ If you're an asset manager and haven't done so already, are in the process of switching, or have questions about the process, our just-launched Bite Stream Insider article has you covered. 📖 Read the full article by Charles von Moll, Head of Bite Stream, reflecting on how cloud-based solutions have revolutionized the way private markets operate and are resolving issues from industry-wide calls for transparency to firms' operational costs: https://lnkd.in/eDFgjR4v #Fintech #privatemarkets #cloudsolutions #investing #transparency #digitaltransformation William Rudebeck Henry Talbot-Ponsonby Henry Reynolds Tom Hamilton Mark Cottenham Charles von Moll Sean Rogers Eran Fabian Sam Wright Mel Ghadban Max Fenn Hugh Carnegie Saloni Sanghani Risi B. Mark E. Jennings, Jr. Justin Mason Anna Baráth, CFA Vicky Mao Anna Hellstrand Margarita Kouklaki Ntourou, MA, MCIPR Zoe Chen

Today, we are pleased to bring attention to one of our members, Jacobi, a company headquartered in San Francisco with roots in institutional portfolio management. Jacobi was founded to help sophisticated investment teams industrialise and connect their multi-asset investment processes.    Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design to portfolio management and, critically, engaging with clients. The software combines market-leading Cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows.    “We continue to see strong demand for our technology owing to the increased need for investment firms to scale and connect investment processes and enhance the quality of engagement with clients. Our ‘open architecture’ platform enables clients to tailor the platform by integrating their own code, models, data, analytics and applications.” - Tanya Bartolini, Chief Revenue Officer and Co-Founder, Jacobi   Today, the technology is used by some of the world’s leading investment groups. The company has also achieved recognition with several awards, including “WealthTech Firm of the Year” at the 2023 Wealth and Asset Management Awards and “Best Data Visualisation Provider” at the 2023 Data Management Insight Award Europe.     Discover more about Jacobi on our global digital marketplace.   #Jacobi #TWM #TWMMember #community #WealthTech #FinTech #wealthplatform #wealthmanagement #familyoffice #privatewealth #privatebanking #wealth #assetmanagers #investmentmanagement #digitaltransformation #platform #modelportfolio Tony Mackenzie Greg Knox Tanya Bartolini Stuart Reid

🗓 Today's the day! Please join us at 2p ET / 11a PT for a discussion around "Gearing Up for Growth in 2024" with Ali Stewart, CFA joined by Krystal Proctor from Argent Capital Management LLC and Tom Builder from Cornerstone Investment Partners. RSVP now: https://lnkd.in/gbpmgr8m They'll cover how modern tech is helping their firms deepen client relationships and drive growth, including: ✔ Harnessing data in new ways ✔ Delivering impeccable service ✔ Scaling operations through smarter tech, not headcount See you there! #webinar #assetmanagement #investmentmanagement

The days of walled gardens are over. Private equity investors can successfully balance interconnectivity with information security, enabling teams to save time and drive efficiencies. Information historically buried in emails, shared drives, or divergent systems has created rework and bottlenecks. This data is now available at teams’ fingertips — from front office to back.    Explore how Chronograph's partnership with LemonEdge unlocks data access to empower teams to drive forward their investment thesis and overall efficiency. #privatemarkets #privateequity #venturecapital

Are you a Nordic investment manager looking for a new approach to streamline your data and processes, automate your operations, and diversify your asset classes and strategies? If so, check out this article by HedgeNordic, which features an interview with Lotte Tønsberg, the Head of EMEA at Enfusion, a cloud-native software provider for the global financial industry. The article explains how Enfusion’s platform can help you boost your operational efficiencies, comply with regulatory and ESG requirements, and integrate with the Nordic ecosystem. Read more: https://bit.ly/3RvH5Nq