Kidbrooke’s Post

👀Have you seen our latest newsletter? Here's what we have in store for you 👇 VIDEO - Watch our latest video introducing KidbrookeONE - Your fully serviced home for investment and wealth analytics. BLOG - We explore the key challenges in managing financial analytics and how to overcome them with tools that can transform how you manage and analyse the market, ESG and product data. BLOG - We investigate key findings from Northern Trust's global survey of 300 asset management firms. Discover how the industry is shifting focus towards product quality, data accuracy, and the adoption of advanced technologies. ☕ Take a break - Read the Newsletter (link in comments) 💫 And if you like what you read, don't forget to subscribe >>> Top left corner 'SUBSCRIBE' #newsletter #financialplanning #wealthtech #investmentmanagement #datamanagement #spreadsheets #assetmanagement #dataaggregation #financialanalytics #fintech #KidbrookeONE

📈 As the financial industry undergoes continuous transformation, the importance of effective analytics processes becomes more critical. 📊 For wealth and investment management firms, transitioning from spreadsheets to advanced automation platforms can lead to significant cost savings and improved decision-making. 🔎In our latest blog, we explore the key challenges in managing financial analytics and how to overcome them with tools that can transform how you manage and analyse the market, ESG and product data. 💫 Learn how KidbrookeONE can help you stay competitive and achieve long-term success. 👀To read the blog PASTE this into your web browser 👇 Kidbrooke "From Spreadsheets to Automation: The Power of KidbrookeONE in Financial Analytics" . . .or go to the Blog page of our website #financialanalytics #wealthmanagement #automation #kidbrookeone #fintech #datamanagement #investmentmanagement #customerengagement

The future of wealth management is here, and it's tech-driven! Join Rusty Sommer and Chuck Failla in an eye-opening episode of 'In the Money,' unraveling how smaller wealth management firms are harnessing technology to carve out their niche. From embracing new tools to crafting unique client experiences, learn how Sovereign Financial is rewriting the rules. Get ready to be inspired by Chuck's journey and gain valuable insights into the future of finance. Listen here → https://hubs.ly/Q02sq3Cc0 #TechInFinance #WealthManagementEvolution #InnovativeWealthStrategies 🚀💹🌐💼

As a real estate agent and investor dedicated to staying ahead of the curve, I'd like to share Pillar Markets, a tool that is reshaping commercial real estate. Pillar's Direct Deal Marketplace connects top-quality sponsors and professional investors, setting new institutional standards and streamlining the investment process. They also have an impressive analytics software suite which automates enterprise data management from asset & portfolio management through investor relations. It's exciting to see such advancements transforming our industry, making investment management more intuitive and connected. #RealEstateTech #PillarMarkets #CREInvesting #InnovationInRealEstate #RealEstateInvestment #InvestmentStrategy #RealEstateInnovation #ottenheimergroup #bairdwarner #residentialrealestate #commercialrealestate #chicagolandrealestate #glenviewrealtor #bairdwarnerglenview #chicagolandrealtor #chicagolandrealestateagent

The countdown to the official launch of Finalyst has begun! 📅🎉 Financial Planners and Agents, get ready to elevate your practice and transform your business to the next level. Finalyst is set to revolutionize the way you deliver financial advice, making it more personalized, efficient, and impactful than ever before. Mark your calendars for June 11th, 2024, as we unveil the craziest offer designed specifically for financial planners. The hype is real, and this is your chance to gain a competitive edge in the industry. Don't miss out on this monumental launch – the future of financial planning is here! 🚀💰 #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #InvestmentPlanning

🔍 Wealth Managers, are you tired of the inefficiencies in tracking investors and deals? Elevate your strategy with PrivateCircle Research's comprehensive data intelligence. Book a demo now: https://lnkd.in/dzsMJbtG #WealthManagement #InvestorRelations #PrivateCircle #HighGrowthCompanies #InvestorEvaluation

Excellent insights being shared by my colleagues on how to treat data as an asset. Catch the full panel discussion packed with actionable insights and strategies here: https://lnkd.in/ghskkTWv #Liqueo #AssetManagement #WealthManagement #InvestmentManagement #Data #Technology #FrontOffice #InvestmentOps #MiddleOffice #BackOffice

From the impact technology has on advisor affiliations to the way COVID-19 rearranged everyone’s tech stacks, a Cerulli Associates special presentation this week analyzed the current state of wealthtech and gave advisors some tips on how to level up. Featuring remarks from Michael Rose, MST, a director within Cerulli’s wealth management practice. #fintech #RIAs #financialplanning #financialadvisors #wealthtech #wealthmanagement #brokerdealers #wirehouses

We are thrilled to announce the launch of our new series, Liqueo's Deep Dives, where our experts will provide valuable insights into asset and wealth management! In our very first episode, we dive into why treating data as an asset is so crucial for firms. Hosted by Director, Sai Perry, and with insights from Founding Director, Richard Over, Practice Lead, Scott Surridge and Programme Lead, Judith Kirkwood-Law, this clip sets the stage for a deeper chat on using data to stay competitive. Catch the full panel discussion packed with actionable insights and strategies here: https://lnkd.in/ghskkTWv #AssetManagement #WealthManagement #InvestmentManagement #Data #Technology #FrontOffice #InvestmentOps #MiddleOffice #BackOffice

"At the end of the day, investors want a holistic view of their finances based on their unique needs and goals." - Anand Sekhar, Vice President of Practice Management and Consulting, Fidelity Investments.    At the Financial Advisor Success Syndicate, we're diving deep into the foundations of a Virtual Family Office, showcasing how you can leverage industry experts to provide comprehensive financial solutions tailored to your clients' needs.    Ready to take your value proposition to the next level? Join FASS today by registering at joinfass.com.     #FinancialAdvisorSuccessSyndicate #JoinFASS #FinancialAdvisor #WealthManager #ExpertAdvice #ClientExperience #ValueProposition #FinancialIndustry #Success