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#advicetech search results

IntellifloLtd's profile picture. We provide industry-leading technology to power the financial advisory experience, helping our customers thrive and grow. #Fintech #FinancialAdvice
intelliflo
 @IntellifloLtd
Sep 15

📣 More innovations are coming to our client portal (PFP)! Branded mobile, biometrics, SMS MFA & custom widgets, all designed to boost client experience & security. Watch this space!  #AdviceTech #ClientPortal

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intellifloPTC's profile picture. Helping to widen access to financial advice in the 🇬🇧 and 🇦🇺 as the global Director of sales Solutions. Yes - I have my own views!
Paul Thomson-Clark
 @intellifloPTC
Sep 9

Transforming the world of #AdviceTech. I'll get my coat.

intellifloPTC's tweet image. Transforming the world of #AdviceTech. I'll get my coat.
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Nov 6, 2024

🥳 Three weeks later, and we're still riding the high from winning the Advicer’s Choice award at #XYPNLIVE 2024! A huge thank you to everyone who supported and voted for Quivr CRM. It was an unforgettable experience to be part of such an innovative tech community! 🌟 #AdviceTech…

QuivrCRM's tweet image. 🥳 Three weeks later, and we're still riding the high from winning the Advicer’s Choice award at #XYPNLIVE 2024! A huge thank you to everyone who supported and voted for Quivr CRM. It was an unforgettable experience to be part of such an innovative tech community! 🌟 #AdviceTech…
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gspitzner's profile picture. President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Gavin Spitzner
 @gspitzner
Jan 27, 2023

Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement

gspitzner's tweet image. Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
gspitzner's tweet image. Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
gspitzner's tweet image. Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
gspitzner's tweet image. Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
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FinuraGroup's profile picture. An independent WealthTech strategy and execution company with specialist knowledge in wealth management, superannuation and financial advice.
Finura Group
 @FinuraGroup
Mar 6, 2023

Our Head of Practice Consulting, Danni Le Grande discussing all things wealth platforms and #advicetech on @ausbiztv

FinuraGroup's tweet image. Our Head of Practice Consulting, Danni Le Grande discussing all things wealth platforms and #advicetech on @ausbiztv
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clivewaller's profile picture. I do a bit of research, chair The Investment Network and run Schroders UK Platform Awards, oh, and still try to referee rugby!.
clive waller
 @clivewaller
Jun 20, 2024

Big Cat starts the show #advicetech

clivewaller's tweet image. Big Cat starts the show #advicetech
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markjlocke's profile picture. just keeping my seat warm here in the hope things eventually get better
Mark Locke
 @markjlocke
Jun 20, 2024

And we’re off. Full house at #langcatlive #advicetech We’re in the capable hands of @langcatnat and @KateyPigden

markjlocke's tweet image. And we’re off. Full house at #langcatlive #advicetech We’re in the capable hands of @langcatnat and @KateyPigden
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FinuraGroup's profile picture. An independent WealthTech strategy and execution company with specialist knowledge in wealth management, superannuation and financial advice.
Finura Group
 @FinuraGroup
Sep 10

In this special episode of #TheWealthTechInsider, Danni and Peter revisit their 2025 #AdviceTech predictions, unfiltered, straight from the IRESS WealthTech Summit stage. Tunie in 🎙️ bit.ly/4gfv3Ut #finuragroup #wealthtech

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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Oct 15, 2024

⏳ Tomorrow’s the big day! We're excited to showcase Quivr at the #AdviceTech Competition during #XYPNLIVE. Be sure to swing by our exhibitor booth & grab a free Yeti mug, and chat with us about how Quivr can transform your advisory business! See you there! #XYPNLIVE2024

QuivrCRM's tweet image. ⏳ Tomorrow’s the big day! We're excited to showcase Quivr at the #AdviceTech Competition during #XYPNLIVE. Be sure to swing by our exhibitor booth & grab a free Yeti mug, and chat with us about how Quivr can transform your advisory business! See you there! #XYPNLIVE2024
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Oct 9, 2024

✨ October 16th is the day! We’re excited to demo Quivr’s innovative solutions in the #AdviceTech Competition at #XYPNLIVE. After our 7-minute showcase, come meet us at our exhibitor booth and pick up a free Yeti mug! 🏆 #FinancialPlanning #XYPNLIVE

QuivrCRM's tweet image. ✨ October 16th is the day! We’re excited to demo Quivr’s innovative solutions in the #AdviceTech Competition at #XYPNLIVE. After our 7-minute showcase, come meet us at our exhibitor booth and pick up a free Yeti mug! 🏆 #FinancialPlanning #XYPNLIVE
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Oct 16, 2024

🌟 Today’s the day! We’re thrilled to be at #XYPNLIVE, showcasing Quivr's innovative tech and participating in the #AdviceTech Competition! Join us throughout the day at our exhibitor booth to chat and grab a free Yeti mug. Hope to see you here! #FinancialTech #XYPNLIVE2024

QuivrCRM's tweet image. 🌟 Today’s the day! We’re thrilled to be at #XYPNLIVE, showcasing Quivr's innovative tech and participating in the #AdviceTech Competition! Join us throughout the day at our exhibitor booth to chat and grab a free Yeti mug. Hope to see you here! #FinancialTech #XYPNLIVE2024
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Oct 1, 2024

💼 October is finally here, and that means it’s #XYPNLIVE month! We’re excited to showcase Quivr’s latest tech at the #AdviceTech Competition and host an exhibitor booth. Don’t miss the action—and be sure to grab your Yeti mug when you stop by! ☕#FinancialTech #XYPNLIVE2024

QuivrCRM's tweet image. 💼 October is finally here, and that means it’s #XYPNLIVE month! We’re excited to showcase Quivr’s latest tech at the #AdviceTech Competition and host an exhibitor booth. Don’t miss the action—and be sure to grab your Yeti mug when you stop by! ☕#FinancialTech #XYPNLIVE2024
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markjlocke's profile picture. just keeping my seat warm here in the hope things eventually get better
Mark Locke
 @markjlocke
Jun 20, 2024

Tick tock tick tock - the one hour countdown is on to #LangcatLive at Studio Spaces in London. Some of the best and brightest new #Advicetech’s will be strutting their stuff on our #CatWalk.

markjlocke's tweet image. Tick tock tick tock - the one hour countdown is on to #LangcatLive at Studio Spaces in London. Some of the best and brightest new #Advicetech’s will be strutting their stuff on our #CatWalk.
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BentoEngine's profile picture. Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Bento Engine Inc.
@BentoEngine
Sep 8, 2023

Huntington Beach, here we come! If you are at #FutureProof and want to learn more about Bento, please find Philipp Hecker and Laura Holt -- they'll be happy to see you on the beach! #wealthmanagement #advicetech

BentoEngine's tweet image. Huntington Beach, here we come! If you are at #FutureProof and want to learn more about Bento, please find Philipp Hecker and Laura Holt -- they'll be happy to see you on the beach! #wealthmanagement #advicetech
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clivewaller's profile picture. I do a bit of research, chair The Investment Network and run Schroders UK Platform Awards, oh, and still try to referee rugby!.
clive waller
 @clivewaller
Jun 20, 2024

These guys make Dragon Den seem like a stroll in the park 😹 #advicetech

clivewaller's tweet image. These guys make Dragon Den seem like a stroll in the park 😹 #advicetech
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clivewaller's profile picture. I do a bit of research, chair The Investment Network and run Schroders UK Platform Awards, oh, and still try to referee rugby!.
clive waller
 @clivewaller
Jun 20, 2024

The first headline speaker #advicetech, the amazing ⁌@RuthHandcock⁊.

clivewaller's tweet image. The first headline speaker #advicetech, the amazing ⁌@RuthHandcock⁊.
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Sep 18, 2024

Join us on October 16th as we showcase our innovative tech in a 7-minute demo at #XYPNLIVE. Thank you, @XYPlanning, for this incredible opportunity—we're thrilled to be part of the AdviceTech competition! 🚀 #AdviceTech #XYPN

QuivrCRM's tweet image. Join us on October 16th as we showcase our innovative tech in a 7-minute demo at #XYPNLIVE. Thank you, @XYPlanning, for this incredible opportunity—we're thrilled to be part of the AdviceTech competition! 🚀 #AdviceTech #XYPN
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_moneymarketing's profile picture. The leading magazine and website for financial advisers. Pensions, investments and more 💰 Sign up at: https://t.co/smuKv5Hspe
Money Marketing
 @_moneymarketing
Sep 10

The #AdviceTech space is booming! From major M&A deals to the rise of AI, Ian McKenna breaks down the key players and emerging challengers. A must-read for financial advisers and tech professionals. Find out which firms to watch: moneymarketing.co.uk/opinion/ian-mc…

_moneymarketing's tweet image. The #AdviceTech space is booming! From major M&A deals to the rise of AI, Ian McKenna breaks down the key players and emerging challengers. A must-read for financial advisers and tech professionals. Find out which firms to watch: moneymarketing.co.uk/opinion/ian-mc…
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IFAMagazine's profile picture. For today’s discerning financial and investment professional | Watch for updates on #IFA, #Investing, #FinancialAdvisers & #Pensions
IFA Magazine
@IFAMagazine
Sep 17

🎙️Is your #AdviceTech holding you back? On the latest episode #IFATalk this week, Jenny & Sue chat with Pilot Financial Systems’ (@pilot_financial) Nick Ryan & David Mills about why advisers should take control of their tech + why independence matters. 👉 Listen here!…

IFAMagazine's tweet card. If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone. Multiple systems that don’t talk to each
Podcast #140: Cutting through the chaos to streamline advice tech, with Pilot Financial Systems'...
Source: ifamagazine.com
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IntellifloLtd's profile picture. We provide industry-leading technology to power the financial advisory experience, helping our customers thrive and grow. #Fintech #FinancialAdvice
intelliflo
 @IntellifloLtd
Sep 15

📣 More innovations are coming to our client portal (PFP)! Branded mobile, biometrics, SMS MFA & custom widgets, all designed to boost client experience & security. Watch this space!  #AdviceTech #ClientPortal

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FinuraGroup's profile picture. An independent WealthTech strategy and execution company with specialist knowledge in wealth management, superannuation and financial advice.
Finura Group
 @FinuraGroup
Sep 10

In this special episode of #TheWealthTechInsider, Danni and Peter revisit their 2025 #AdviceTech predictions, unfiltered, straight from the IRESS WealthTech Summit stage. Tunie in 🎙️ bit.ly/4gfv3Ut #finuragroup #wealthtech

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_moneymarketing's profile picture. The leading magazine and website for financial advisers. Pensions, investments and more 💰 Sign up at: https://t.co/smuKv5Hspe
Money Marketing
 @_moneymarketing
Sep 10

The #AdviceTech space is booming! From major M&A deals to the rise of AI, Ian McKenna breaks down the key players and emerging challengers. A must-read for financial advisers and tech professionals. Find out which firms to watch: moneymarketing.co.uk/opinion/ian-mc…

_moneymarketing's tweet image. The #AdviceTech space is booming! From major M&A deals to the rise of AI, Ian McKenna breaks down the key players and emerging challengers. A must-read for financial advisers and tech professionals. Find out which firms to watch: moneymarketing.co.uk/opinion/ian-mc…
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intellifloPTC's profile picture. Helping to widen access to financial advice in the 🇬🇧 and 🇦🇺 as the global Director of sales Solutions. Yes - I have my own views!
Paul Thomson-Clark
 @intellifloPTC
Sep 9

Transforming the world of #AdviceTech. I'll get my coat.

intellifloPTC's tweet image. Transforming the world of #AdviceTech. I'll get my coat.
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XYPNOfficial's profile picture. XYPN supports #advisors who want to start, run, and grow their own #RIA and serve #GenX and #GenY clients. Founded by @R_Alan_Moore and @MichaelKitces
XYPN
 @XYPNOfficial
Aug 13

Meet the #XYPNLIVE 2025 AdviceTech Competition finalists! Six innovative tools for modern advisors will take the Expo Stage on Sept 26. See who’s shaping the future: hubs.ly/Q03BH4Hx0 #XYPNLIVE #AdviceTech

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lyfeguardsocial's profile picture. Empowering confident lives, building enduring legacies.
Lyfeguard
 @lyfeguardsocial
May 7

We're excited to announce Lyfeguard will be at the AdviceTech Catwalk 2025 by @thelangcat on June 5th! Looking forward to sharing the stage with other impressive innovators: @etcho_io, Otto, Tikker, and WealthSpace. #AdviceTech #Catwalk

lyfeguardsocial's tweet image. We're excited to announce Lyfeguard will be at the AdviceTech Catwalk 2025 by @thelangcat on June 5th! Looking forward to sharing the stage with other impressive innovators: @etcho_io, Otto, Tikker, and WealthSpace. #AdviceTech #Catwalk
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intellifloPTC's profile picture. Helping to widen access to financial advice in the 🇬🇧 and 🇦🇺 as the global Director of sales Solutions. Yes - I have my own views!
Paul Thomson-Clark
 @intellifloPTC
Apr 23

Very excited to be going along to the @pfsconf Purely Paraplanning 2025 event on 7 May 25 with my buddy @KatieBarrett19 . The agenda is jam packed full of great sessions for the paraplanning community. @intelliflo | #pfsparaplanners #FinTech #AdviceTech

pfsconf's profile picture. The Personal Finance Society is the professional body for the UK financial planning profession. Its events and resources help planners to undertake quality CPD.
Personal Finance Society
 @pfsconf
Apr 23

There are less than two weeks to go until Purely Paraplanning 2025! This is your opportunity to develop your professional skills, engage with peers, and play a part in shaping the future of the profession. Don’t miss out – book your place today: bit.ly/3EmmI2K

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t3techhub's profile picture. The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
T3 Technology Tools
 @t3techhub
Mar 10

What does nearly all #WealthTech and #AdviceTech have in common these days? It's #OffTheChain. But it may not be be for long, Prometheum. Marc Nichols stopped by the #T3SocialCam to talk about why the future of advice is *on* the chain. What do you think?

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ianmckennaftrc's profile picture. Winner UK #LifeInsurance Leader of the year 2022 #FinTech #Futurist, #WealthTech analyst influencer. Ex Spurs Fan, rock music & musical lover esp Rent
Ian McKenna
@ianmckennaftrc
Mar 5

100% agree great #AdviceTech #GreatNetworking & #GreatPeople #T32025

craigiskowitz's profile picture. CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Craig Iskowitz
@craigiskowitz
Mar 5

Seeing good friends and colleagues makes the tedium of travel totally worth it! Best Dressed at #T32025 @ianmckennaftrc

craigiskowitz's tweet image. Seeing good friends and colleagues makes the tedium of travel totally worth it! Best Dressed at #T32025 @ianmckennaftrc
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KapitalWise's profile picture. Modernizing omnichannel client acquisition for financial advisors
Kapitalwise
 @KapitalWise
Mar 3

Join us at this year's T3 Technology Conference—the premier event for wealth tech innovation—to explore the future of financial services. With groundbreaking advancements in #AdviceTech and #RIA's, attendees can expect remarkable insights that will shape the industry. #t32025

KapitalWise's tweet image. Join us at this year's T3 Technology Conference—the premier event for wealth tech innovation—to explore the future of financial services. With groundbreaking advancements in #AdviceTech and #RIA's, attendees can expect remarkable insights that will shape the industry. #t32025
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SecclTech's profile picture. Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.
Seccl
 @SecclTech
Jan 31

Our CEO @david_ferguson met with James Barker to discuss why growth isn't just about numbers - it's about creating value, building trust, and fostering real connections with your customers. Listen here 🎧👇 eu1.hubs.ly/H0gh3tJ0 #Fintech #Advicetech #WealthManagement

SecclTech's tweet card. Look after your customers and deliver on your promises, with SECCL...

youtube.com

YouTube

Look after your customers and deliver on your promises, with SECCL...

Source: youtube.com
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IntellifloLtd's profile picture. We provide industry-leading technology to power the financial advisory experience, helping our customers thrive and grow. #Fintech #FinancialAdvice
intelliflo
 @IntellifloLtd
Dec 20

intelliflo redblack lets you seamlessly streamline workflows, reduce manual tasks, and ensure continuity across your US tech stack. Support your US firm's growth, sophistication, and personalization: okt.to/4LHX8J #FinTech #FinancialAdvice #AdviceTech

IntellifloLtd's tweet image. intelliflo redblack lets you seamlessly streamline workflows, reduce manual tasks, and ensure continuity across your US tech stack. Support your US firm's growth, sophistication, and personalization: okt.to/4LHX8J #FinTech #FinancialAdvice #AdviceTech
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Nov 13

🎉 Honored to bring home the Advicer’s Choice award from #XYPNLIVE 2024! Thank you to everyone who supported Quivr CRM, and shoutout to the amazing XYPN community for the inspiration. 🌟 What was your favorite part of the event? #AdviceTech #FinTech #Community

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adviceprocm's profile picture. Case Management from Advice UK. Contact Details: Helpdesk - 0845 121 4119 Main Line - 0141 773 6210 Email - support@acm-solutions.co.uk
AdvicePro
 @adviceprocm
Nov 7, 2024

Great day @MALG_UK conference today, showcasing #AdvicePro and its new features to save #debt advisers time. Wonderful to connect with existing clients and new contacts interested in #advicetech. #MALGConf2024 #fintech advicepro.org.uk

adviceprocm's tweet image. Great day @MALG_UK conference today, showcasing #AdvicePro and its new features to save #debt advisers time. Wonderful to connect with existing clients and new contacts interested in #advicetech. #MALGConf2024 #fintech advicepro.org.uk
adviceprocm's tweet image. Great day @MALG_UK conference today, showcasing #AdvicePro and its new features to save #debt advisers time. Wonderful to connect with existing clients and new contacts interested in #advicetech. #MALGConf2024 #fintech advicepro.org.uk
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Nov 6, 2024

🥳 Three weeks later, and we're still riding the high from winning the Advicer’s Choice award at #XYPNLIVE 2024! A huge thank you to everyone who supported and voted for Quivr CRM. It was an unforgettable experience to be part of such an innovative tech community! 🌟 #AdviceTech…

QuivrCRM's tweet image. 🥳 Three weeks later, and we're still riding the high from winning the Advicer’s Choice award at #XYPNLIVE 2024! A huge thank you to everyone who supported and voted for Quivr CRM. It was an unforgettable experience to be part of such an innovative tech community! 🌟 #AdviceTech…
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intellifloPTC's profile picture. Helping to widen access to financial advice in the 🇬🇧 and 🇦🇺 as the global Director of sales Solutions. Yes - I have my own views!
Paul Thomson-Clark
 @intellifloPTC
Sep 9

Transforming the world of #AdviceTech. I'll get my coat.

intellifloPTC's tweet image. Transforming the world of #AdviceTech. I'll get my coat.
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Nov 6, 2024

🥳 Three weeks later, and we're still riding the high from winning the Advicer’s Choice award at #XYPNLIVE 2024! A huge thank you to everyone who supported and voted for Quivr CRM. It was an unforgettable experience to be part of such an innovative tech community! 🌟 #AdviceTech…

QuivrCRM's tweet image. 🥳 Three weeks later, and we're still riding the high from winning the Advicer’s Choice award at #XYPNLIVE 2024! A huge thank you to everyone who supported and voted for Quivr CRM. It was an unforgettable experience to be part of such an innovative tech community! 🌟 #AdviceTech…
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Sep 18, 2024

Join us on October 16th as we showcase our innovative tech in a 7-minute demo at #XYPNLIVE. Thank you, @XYPlanning, for this incredible opportunity—we're thrilled to be part of the AdviceTech competition! 🚀 #AdviceTech #XYPN

QuivrCRM's tweet image. Join us on October 16th as we showcase our innovative tech in a 7-minute demo at #XYPNLIVE. Thank you, @XYPlanning, for this incredible opportunity—we're thrilled to be part of the AdviceTech competition! 🚀 #AdviceTech #XYPN
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Oct 15, 2024

⏳ Tomorrow’s the big day! We're excited to showcase Quivr at the #AdviceTech Competition during #XYPNLIVE. Be sure to swing by our exhibitor booth & grab a free Yeti mug, and chat with us about how Quivr can transform your advisory business! See you there! #XYPNLIVE2024

QuivrCRM's tweet image. ⏳ Tomorrow’s the big day! We're excited to showcase Quivr at the #AdviceTech Competition during #XYPNLIVE. Be sure to swing by our exhibitor booth & grab a free Yeti mug, and chat with us about how Quivr can transform your advisory business! See you there! #XYPNLIVE2024
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FinuraGroup's profile picture. An independent WealthTech strategy and execution company with specialist knowledge in wealth management, superannuation and financial advice.
Finura Group
 @FinuraGroup
Mar 6, 2023

Our Head of Practice Consulting, Danni Le Grande discussing all things wealth platforms and #advicetech on @ausbiztv

FinuraGroup's tweet image. Our Head of Practice Consulting, Danni Le Grande discussing all things wealth platforms and #advicetech on @ausbiztv
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Oct 9, 2024

✨ October 16th is the day! We’re excited to demo Quivr’s innovative solutions in the #AdviceTech Competition at #XYPNLIVE. After our 7-minute showcase, come meet us at our exhibitor booth and pick up a free Yeti mug! 🏆 #FinancialPlanning #XYPNLIVE

QuivrCRM's tweet image. ✨ October 16th is the day! We’re excited to demo Quivr’s innovative solutions in the #AdviceTech Competition at #XYPNLIVE. After our 7-minute showcase, come meet us at our exhibitor booth and pick up a free Yeti mug! 🏆 #FinancialPlanning #XYPNLIVE
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Oct 16, 2024

🌟 Today’s the day! We’re thrilled to be at #XYPNLIVE, showcasing Quivr's innovative tech and participating in the #AdviceTech Competition! Join us throughout the day at our exhibitor booth to chat and grab a free Yeti mug. Hope to see you here! #FinancialTech #XYPNLIVE2024

QuivrCRM's tweet image. 🌟 Today’s the day! We’re thrilled to be at #XYPNLIVE, showcasing Quivr's innovative tech and participating in the #AdviceTech Competition! Join us throughout the day at our exhibitor booth to chat and grab a free Yeti mug. Hope to see you here! #FinancialTech #XYPNLIVE2024
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QuivrCRM's profile picture. The community-driven CRM—built by financial planners, for financial planners—to help you run your business at peak efficiency.
Quivr CRM
@QuivrCRM
Oct 1, 2024

💼 October is finally here, and that means it’s #XYPNLIVE month! We’re excited to showcase Quivr’s latest tech at the #AdviceTech Competition and host an exhibitor booth. Don’t miss the action—and be sure to grab your Yeti mug when you stop by! ☕#FinancialTech #XYPNLIVE2024

QuivrCRM's tweet image. 💼 October is finally here, and that means it’s #XYPNLIVE month! We’re excited to showcase Quivr’s latest tech at the #AdviceTech Competition and host an exhibitor booth. Don’t miss the action—and be sure to grab your Yeti mug when you stop by! ☕#FinancialTech #XYPNLIVE2024
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clivewaller's profile picture. I do a bit of research, chair The Investment Network and run Schroders UK Platform Awards, oh, and still try to referee rugby!.
clive waller
 @clivewaller
Jun 20, 2024

Big Cat starts the show #advicetech

clivewaller's tweet image. Big Cat starts the show #advicetech
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markjlocke's profile picture. just keeping my seat warm here in the hope things eventually get better
Mark Locke
 @markjlocke
Jun 20, 2024

And we’re off. Full house at #langcatlive #advicetech We’re in the capable hands of @langcatnat and @KateyPigden

markjlocke's tweet image. And we’re off. Full house at #langcatlive #advicetech We’re in the capable hands of @langcatnat and @KateyPigden
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Ensombl's profile picture. The leading digital platform for financial advice professionals.
Ensombl
@Ensombl
Jul 6, 2023

AdviceTech Podcast #42 - Feature: Client Value Propositions #advicetech Sponsored by @netwealthInvest ensombl.com/podcasts/advic…

Ensombl's tweet image. AdviceTech Podcast #42 - Feature: Client Value Propositions #advicetech Sponsored by @netwealthInvest ensombl.com/podcasts/advic…
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gspitzner's profile picture. President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Gavin Spitzner
 @gspitzner
Jan 27, 2023

Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement

gspitzner's tweet image. Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
gspitzner's tweet image. Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
gspitzner's tweet image. Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
gspitzner's tweet image. Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
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_moneymarketing's profile picture. The leading magazine and website for financial advisers. Pensions, investments and more 💰 Sign up at: https://t.co/smuKv5Hspe
Money Marketing
 @_moneymarketing
Sep 10

The #AdviceTech space is booming! From major M&A deals to the rise of AI, Ian McKenna breaks down the key players and emerging challengers. A must-read for financial advisers and tech professionals. Find out which firms to watch: moneymarketing.co.uk/opinion/ian-mc…

_moneymarketing's tweet image. The #AdviceTech space is booming! From major M&A deals to the rise of AI, Ian McKenna breaks down the key players and emerging challengers. A must-read for financial advisers and tech professionals. Find out which firms to watch: moneymarketing.co.uk/opinion/ian-mc…
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