Pleased to bring you our 2nd demo with fpPathfinder! You can view all our AdvisorTech demos at https://www.youtube.com/@proadvisorsuite Cheerio!

Some of you may have heard, but I've taken a position at an RIA and will be winding down much of my work at ProAdvisorSuite. I'm excited to announce our final AdvisorTech demo with...🥁🥁🥁... fpPathfinder. Next Friday, June 21st at 2:30pm ET. Register here. --- So what is fpPathfinder? Instead of memorizing or spending time looking up all the nitty gritty details of each complex planning scenario as you come across it, you can rely on fpPathfinder to provide the questions, answers, and information flow when you need it. fpPathfinder offers all kinds of useful things: - The flowcharts and checklists they’re most well known for… but also - A client service calendar along with recommended templated emails and - Dynamic tools you can send to clients to help them through various planning scenarios - 100+ financial planning related guides Like to learn more? Join us on the demo! *fpPathfinder is a sponsor of ProAdvisorSuite

Date & Time: Jun 14, 2024 02:00 PM Ever wondered about the true potential of your tech stack? Imagine your tech stack as a complex organism, with PreciseFP serving as its rhythmic heartbeat, feeding data to all your other software. Share your integrations with us, and let's make use of it all. We will show you where to start your prospect process, what data goes where, and how to get the most out of your subscriptions. Don't let your tech stack miss a beat—register now. *PreciseFP is a sponsoring vendor of ProAdvisorSuite

https://livecurrence.com/ --- On August 1, 2023, AgencyONE hosted a webinar with Vincent D'Addona of Valent Wealth to have attendees learn about a new technology to offer your clients that allows them to combine ALL their financial accounts in ONE place and shows them HOW they SPEND & HOW their MONEY is WORKING - all while keeping you abreast of WHERE the financial OPPORTUNITIES are for further saving and investing.

This one tool/use case is quite interesting to me where 6 or so solutions have all surfaced around the same time that started being developed 1+ sometimes 2 years ago. They record (or do they?), they take notes, they structure those notes, and then many integrate with CRM so they can send the notes / action items to Redtail, Wealthbox, etc. FinMate AI became a sponsor of ProAdvisorSuite just prior to Future Proof last year - Sept '23. So I believe it was the first to market with a usable product. And @Daniel Yoo, as a former financial advisor, is working very hard to do what he does excellently. And adding in some cool stuff along the way - like talk time (monologues), sentiment analysis, summaries tailored to different meeting types, layers of AI analysis, a phone app... At the end of the day for advisors, it will come down to price, features, UI, trust... as with many things. Here are the demos Daniel has recorded (Redtail on left, Wealthbox on right) of the current features of FinMate AI. Love to hear how you all are using these tools so far!