RT @PMSMortgageClub: Quality of service has always been a differentiator within the advice profession, but Nick Eatock, CEO of @IntellifloL…

US RIAs thrive on the trifecta: people, processes, platforms. Read the article to learn how to streamline operations and save time with the right tools: #Fintech #WealthManagement

A big round of applause to the team @F_TRC for another amazing event - what a way to kick-start the year! 👏 #EATT25 is always a wonderful opportunity to learn about upcoming industry trends and get a sneak peek at the latest tech during the Battle of the Tech Disturbance Demos.

@NickEatock Read the full article to explore these trends in detail and prepare your practice for the future! #AdviceTech #FinancialAdvice

We’re kicking off the year with a bang! 🎉 We're back at the @F_TRC #EATT25 conference at the Pullman Hotel in London. If you're attending, come say hi to the team at the P4 stand. 👋

@NickEatock Read more:

Check out how Hirtle Callaghan & Co. transformed their US rebalancing and trading operations with intelliflo redblack with streamlined processes and enhanced client experiences with innovative solutions. 👉 #CaseStudy

Considering #outsourcing your US investment management? Download our whitepaper to explore 5 things to consider when evaluating potential partners. ⬇ #WealthManagement #RIA

📊 Is your client data helping or hindering engagement? Richard Wake, our Chief Customer Officer explores how digital technology can enhance client interactions and drive business growth in the UK. ⬇️

Today, we honor Dr. Martin Luther King Jr.'s legacy and his commitment to justice, equality, and peace. Let's reflect on his message and strive for a world where everyone is treated with dignity and respect.