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#techforadvisors 検索結果

MELloyd's profile picture. Banking, baseball & marketing tweets. Pro writer @WeAreAbrigo and ex-reporter but no grammar snob; aka Mary Ellen Lloyd, wrote for Dow Jones, WSJ, Forbes.
Mary Ellen Biery
 @MELloyd
2017/06/30

“Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs Free eBook #TechForAdvisors web.sageworks.com/accounting/ebo…

MELloyd's tweet image. “Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs Free eBook #TechForAdvisors web.sageworks.com/accounting/ebo…
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MELloyd's profile picture. Banking, baseball & marketing tweets. Pro writer @WeAreAbrigo and ex-reporter but no grammar snob; aka Mary Ellen Lloyd, wrote for Dow Jones, WSJ, Forbes.
Mary Ellen Biery
 @MELloyd
2017/06/22

Getting partners on board with new technology: @cpamanagement has tips in eBook from @Sageworks bit.ly/2rmN1LL #TechForAdvisors

MELloyd's tweet image. Getting partners on board with new technology: @cpamanagement has tips in eBook from @Sageworks bit.ly/2rmN1LL #TechForAdvisors
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/19

Rita Keller gives tips to gain business partner support of new technology in eBook bit.ly/2rmN1LL @cpamanagement #TechForAdvisors

weareabrigo's tweet image. Rita Keller gives tips to gain business partner support of new technology in eBook bit.ly/2rmN1LL @cpamanagement #TechForAdvisors
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/29

“Technology governance is important, primarily for communication and implementation.” @lgboomer bit.ly/2rmN1LL #TechForAdvisors

weareabrigo's tweet image. “Technology governance is important, primarily for communication and implementation.” @lgboomer bit.ly/2rmN1LL #TechForAdvisors
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/15

Greg LaFollette discusses leveraging technology to move firms forward in Tech Roadmap bit.ly/2rmN1LL @glafollette #TechForAdvisors

weareabrigo's tweet image. Greg LaFollette discusses leveraging technology to move firms forward in Tech Roadmap bit.ly/2rmN1LL @glafollette #TechForAdvisors
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MELloyd's profile picture. Banking, baseball & marketing tweets. Pro writer @WeAreAbrigo and ex-reporter but no grammar snob; aka Mary Ellen Lloyd, wrote for Dow Jones, WSJ, Forbes.
Mary Ellen Biery
 @MELloyd
2017/06/14

Thanks for mentioning the new eBook by @sageworks! #TechForAdvisors

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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
/02/24

👋 Not ready for a demo but want to learn what Quivr can do? Explore our Features page! Watch short, insightful videos on: ✅ Day-to-Day Task Management ✅ Financial Planning Data ✅ Customizing your onboarding Start your journey to better efficiency today! #TechForAdvisors…

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JimBourke's profile picture. CPA/Managing Director of Advisory Services @ Withum Global Technology & Advisory Leader @ HLB International Accounting Today Top 100/CPA Global Thought Leader
Jim Bourke
@JimBourke
2017/09/12

Need help navigating tech choices for your firm? See my advice in a new eBook from @sageworks bit.ly/2rVqSY7 #cpa #TechForAdvisors

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StewardPartners's profile picture. An employee-owned, full-service partnership catering to family, institutional, and multi-generational wealth. https://t.co/FWESCHsY0K
Steward Partners
 @StewardPartners
/03/07

We’re investing in #cuttingedgetechnology at Steward Partners to help advisors scale easily. Our tech stack is built for growth, from multi-custodian support to AI-driven insights and #secureinfrastructure. Learn more: ow.ly/IW5B50VccrK #TechForAdvisors

StewardPartners's tweet image. We’re investing in #cuttingedgetechnology at Steward Partners to help advisors scale easily. Our tech stack is built for growth, from multi-custodian support to AI-driven insights and #secureinfrastructure. Learn more: ow.ly/IW5B50VccrK #TechForAdvisors
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bftcpa's profile picture. Nationally recognized speaker (K2 Enterprises, 48 states in US + Canada) podcaster & author on accounting tech. I’m also a beekeeper, a husband, and a dad.
Brian F. Tankersley
@bftcpa
2017/09/13

Need help navigating tech choices for your firm? See my advice in a new eBook from @sageworks bit.ly/2rVqSY7 #cpa #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/27

Eric Asgeirsson discusses identifying issues before implementing technology in Tech Roadmap eBook: bit.ly/2rmN1LL #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/31

New Book Shares Experts' Tech for CPAs and Business Advisors @cpapracadvisor bit.ly/2tGp8n2 #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/12

“You have to be 100 percent in the cloud. Your clients want to collaborate with you.” @JimBourke bit.ly/2rmN1LL #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/25

New book shares experts' tech roadmap for CPAs and business advisors @cpapracadvisor bit.ly/2tGp8n2 #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/14

Sageworks publishes 'Tech Roadmap' for accountants @AccountingToday bit.ly/2rhdaLo #TechForAdvisors

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stevedrost's profile picture. Founder of Drost Financial & @quivrcrm | @investmentnews 40 under 40 | Ops and Fintech Nerd
Steve Drost, CFA, CFP ®
 @stevedrost
/12/17

Thrilled to see Quivr's new website live! A fresh, streamlined experience for financial planners looking to run their business at peak efficiency. Check it out! quivrcrm.io🔗 #FinancialPlanning #TechForAdvisors

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
/12/16

🎉 Big news! Our brand-new Quivr website is live! Designed with you in mind, it’s now easier than ever to explore how Quivr can enhance your client relationships, and take your financial planning to the next level. Check it out now: quivrcrm.io

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betafy's profile picture. Where startups meet beta users and beta users meet opportunity. Read about us on our blog! → https://t.co/Gd4nNaXjrG
betafy
 @betafy
2021/04/26

Now #LiveOnBetafy: @betterworth Here's a link betafy.co/startup/better… Know your clients better than they know themselves. Betterworth is a cognitive AI platform designed for the financial services industry. #techforadvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/14

“Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs #TechForAdvisors bit.ly/2rmN1LL

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/21

Rick Richardson discusses getting everyone on board with new technology in Tech Roadmap: bit.ly/2rmN1LL @Rick_CPA #TechForAdvisors

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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
/05/28

📢 One of our most requested updates is finally here. Archr 2.0 transforms how your team builds and runs workflows. See what’s new and how to bring your processes to the next level. 🎥 youtu.be/LryXuJsu5_4 🎧 creators.spotify.com/pod/show/quivr… #FinancialPlanning #CRM #TechForAdvisors

QuivrCRM's tweet card. Discover Archr 2.0, one of Quivr's largest and most exciting updates to date! This massively updated workflow engine, driven largely by user feedback, introduces enhanced visibility, intuitive...
Quivr Product Update: Workflow Enhancements by Quivr CRM
ソース: creators.spotify.com
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StewardPartners's profile picture. An employee-owned, full-service partnership catering to family, institutional, and multi-generational wealth. https://t.co/FWESCHsY0K
Steward Partners
 @StewardPartners
/03/07

We’re investing in #cuttingedgetechnology at Steward Partners to help advisors scale easily. Our tech stack is built for growth, from multi-custodian support to AI-driven insights and #secureinfrastructure. Learn more: ow.ly/IW5B50VccrK #TechForAdvisors

StewardPartners's tweet image. We’re investing in #cuttingedgetechnology at Steward Partners to help advisors scale easily. Our tech stack is built for growth, from multi-custodian support to AI-driven insights and #secureinfrastructure. Learn more: ow.ly/IW5B50VccrK #TechForAdvisors
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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
/02/24

👋 Not ready for a demo but want to learn what Quivr can do? Explore our Features page! Watch short, insightful videos on: ✅ Day-to-Day Task Management ✅ Financial Planning Data ✅ Customizing your onboarding Start your journey to better efficiency today! #TechForAdvisors…

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stevedrost's profile picture. Founder of Drost Financial & @quivrcrm | @investmentnews 40 under 40 | Ops and Fintech Nerd
Steve Drost, CFA, CFP ®
 @stevedrost
/12/17

Thrilled to see Quivr's new website live! A fresh, streamlined experience for financial planners looking to run their business at peak efficiency. Check it out! quivrcrm.io🔗 #FinancialPlanning #TechForAdvisors

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
/12/16

🎉 Big news! Our brand-new Quivr website is live! Designed with you in mind, it’s now easier than ever to explore how Quivr can enhance your client relationships, and take your financial planning to the next level. Check it out now: quivrcrm.io

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betafy's profile picture. Where startups meet beta users and beta users meet opportunity. Read about us on our blog! → https://t.co/Gd4nNaXjrG
betafy
 @betafy
2021/04/26

Now #LiveOnBetafy: @betterworth Here's a link betafy.co/startup/better… Know your clients better than they know themselves. Betterworth is a cognitive AI platform designed for the financial services industry. #techforadvisors

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DedicatedDB's profile picture. The leading administrator for small business and self-employed defined benefit pension plans, the most effective tax-advantaged retirement plan available.
Dedicated DB
 @DedicatedDB
2019/05/31

Technology helps advisors take financial planning to the next level for clients via @CNBC #practicemanagement #techforadvisors cnbc.com/2019/05/30/tec…

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bftcpa's profile picture. Nationally recognized speaker (K2 Enterprises, 48 states in US + Canada) podcaster & author on accounting tech. I’m also a beekeeper, a husband, and a dad.
Brian F. Tankersley
@bftcpa
2017/09/13

Need help navigating tech choices for your firm? See my advice in a new eBook from @sageworks bit.ly/2rVqSY7 #cpa #TechForAdvisors

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JimBourke's profile picture. CPA/Managing Director of Advisory Services @ Withum Global Technology & Advisory Leader @ HLB International Accounting Today Top 100/CPA Global Thought Leader
Jim Bourke
@JimBourke
2017/09/12

Need help navigating tech choices for your firm? See my advice in a new eBook from @sageworks bit.ly/2rVqSY7 #cpa #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/31

New Book Shares Experts' Tech for CPAs and Business Advisors @cpapracadvisor bit.ly/2tGp8n2 #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/25

New book shares experts' tech roadmap for CPAs and business advisors @cpapracadvisor bit.ly/2tGp8n2 #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/14

“Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs #TechForAdvisors bit.ly/2rmN1LL

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/12

“You have to be 100 percent in the cloud. Your clients want to collaborate with you.” @JimBourke bit.ly/2rmN1LL #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/07/07

Greg LaFollette discusses leveraging technology to move firms forward in Tech Roadmap bit.ly/2rmN1LL @glafollette #TechForAdvisors

weareabrigo's tweet image. Greg LaFollette discusses leveraging technology to move firms forward in Tech Roadmap bit.ly/2rmN1LL @glafollette #TechForAdvisors
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MELloyd's profile picture. Banking, baseball & marketing tweets. Pro writer @WeAreAbrigo and ex-reporter but no grammar snob; aka Mary Ellen Lloyd, wrote for Dow Jones, WSJ, Forbes.
Mary Ellen Biery
 @MELloyd
2017/06/30

“Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs Free eBook #TechForAdvisors web.sageworks.com/accounting/ebo…

MELloyd's tweet image. “Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs Free eBook #TechForAdvisors web.sageworks.com/accounting/ebo…
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/29

“Technology governance is important, primarily for communication and implementation.” @lgboomer bit.ly/2rmN1LL #TechForAdvisors

weareabrigo's tweet image. “Technology governance is important, primarily for communication and implementation.” @lgboomer bit.ly/2rmN1LL #TechForAdvisors
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/28

“Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs #TechForAdvisors bit.ly/2rmN1LL

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/27

Eric Asgeirsson discusses identifying issues before implementing technology in Tech Roadmap eBook: bit.ly/2rmN1LL #TechForAdvisors

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MELloyd's profile picture. Banking, baseball & marketing tweets. Pro writer @WeAreAbrigo and ex-reporter but no grammar snob; aka Mary Ellen Lloyd, wrote for Dow Jones, WSJ, Forbes.
Mary Ellen Biery
 @MELloyd
2017/06/22

Getting partners on board with new technology: @cpamanagement has tips in eBook from @Sageworks bit.ly/2rmN1LL #TechForAdvisors

MELloyd's tweet image. Getting partners on board with new technology: @cpamanagement has tips in eBook from @Sageworks bit.ly/2rmN1LL #TechForAdvisors
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/21

Rick Richardson discusses getting everyone on board with new technology in Tech Roadmap: bit.ly/2rmN1LL @Rick_CPA #TechForAdvisors

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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/20

“Technology governance is important, primarily for communication and implementation.” @lgboomer bit.ly/2rmN1LL #TechForAdvisors

weareabrigo's tweet image. “Technology governance is important, primarily for communication and implementation.” @lgboomer bit.ly/2rmN1LL #TechForAdvisors
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/19

Rita Keller gives tips to gain business partner support of new technology in eBook bit.ly/2rmN1LL @cpamanagement #TechForAdvisors

weareabrigo's tweet image. Rita Keller gives tips to gain business partner support of new technology in eBook bit.ly/2rmN1LL @cpamanagement #TechForAdvisors
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MELloyd's profile picture. Banking, baseball & marketing tweets. Pro writer @WeAreAbrigo and ex-reporter but no grammar snob; aka Mary Ellen Lloyd, wrote for Dow Jones, WSJ, Forbes.
Mary Ellen Biery
 @MELloyd
2017/06/22

Getting partners on board with new technology: @cpamanagement has tips in eBook from @Sageworks bit.ly/2rmN1LL #TechForAdvisors

MELloyd's tweet image. Getting partners on board with new technology: @cpamanagement has tips in eBook from @Sageworks bit.ly/2rmN1LL #TechForAdvisors
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MELloyd's profile picture. Banking, baseball & marketing tweets. Pro writer @WeAreAbrigo and ex-reporter but no grammar snob; aka Mary Ellen Lloyd, wrote for Dow Jones, WSJ, Forbes.
Mary Ellen Biery
 @MELloyd
2017/06/30

“Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs Free eBook #TechForAdvisors web.sageworks.com/accounting/ebo…

MELloyd's tweet image. “Tech automates the hard side, giving you opportunities on the advisory side.” @TGP4CPAs Free eBook #TechForAdvisors web.sageworks.com/accounting/ebo…
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/16

“You have to be 100 percent in the cloud. Your clients want to collaborate with you.” @JimBourke bit.ly/2rmN1LL #TechForAdvisors

weareabrigo's tweet image. “You have to be 100 percent in the cloud. Your clients want to collaborate with you.” @JimBourke bit.ly/2rmN1LL #TechForAdvisors
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/29

“Technology governance is important, primarily for communication and implementation.” @lgboomer bit.ly/2rmN1LL #TechForAdvisors

weareabrigo's tweet image. “Technology governance is important, primarily for communication and implementation.” @lgboomer bit.ly/2rmN1LL #TechForAdvisors
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weareabrigo's profile picture. Abrigo delivers technology that financial institutions trust to manage risk and drive growth. See how we're making BIG things happen at https://t.co/INcuXfDYTB
Abrigo
 @weareabrigo
2017/06/15

Greg LaFollette discusses leveraging technology to move firms forward in Tech Roadmap bit.ly/2rmN1LL @glafollette #TechForAdvisors

weareabrigo's tweet image. Greg LaFollette discusses leveraging technology to move firms forward in Tech Roadmap bit.ly/2rmN1LL @glafollette #TechForAdvisors
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StewardPartners's profile picture. An employee-owned, full-service partnership catering to family, institutional, and multi-generational wealth. https://t.co/FWESCHsY0K
Steward Partners
 @StewardPartners
/03/07

We’re investing in #cuttingedgetechnology at Steward Partners to help advisors scale easily. Our tech stack is built for growth, from multi-custodian support to AI-driven insights and #secureinfrastructure. Learn more: ow.ly/IW5B50VccrK #TechForAdvisors

StewardPartners's tweet image. We’re investing in #cuttingedgetechnology at Steward Partners to help advisors scale easily. Our tech stack is built for growth, from multi-custodian support to AI-driven insights and #secureinfrastructure. Learn more: ow.ly/IW5B50VccrK #TechForAdvisors
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