We came across this fantastic blog post from Pleasant Wealth, LLC and had to share. The secret sauce to female entrepreneurs building lasting family wealth can be applied to building #wealthtech success too! It takes long-term commitment and intention. pleasantwealth.com/2023/03/06/how…

Our consultants share their biggest takeaways from T3 Technology Tools 1. Cybersecurity is Paramount 2. AI is Here to Stay 3. All-In-One Platforms are Getting Better Check out all the insights by following the link to T3's Software Survey below wealthmanagement.com/sites/wealthma…

Yesterday concluded #themasters and we wanted to highlight a part of the game that's often overlooked. Caddies. They obsess over details so golfers use the right club to🏌️ smart shots when the pressure's on. That's what we do for your #wealthtech!

🔴 flags to watch out for when hiring integration partners: 1. They don't work to understand the purpose of your integration 2. Only give one option as a potential solution 3. They don't explain why the integration makes sense 4. No troubleshooting or training is included

When was the last time you assessed your reporting workflows? 🤔 If you'd like to compress the time and effort needed to run client reports each month, we have a flexible process that accommodates you 👇 versoftconsulting.com/services/repor…

The relationship we have with technology directly affects our financial success. As #financialliteracymonth comes to a close, we wanted to share a quote that resonated with our team... #wealthtech #finserv

🚨 New testimonial Alert 🚨 Wondering what it's like to work with us on your technology evaluation? Check it out! Thank you to Douglas Goebel, CFA from Quest Investment Management, LLC for the glowing review of Ben Wieber 🙏 #finserv #wealthtech #wealthmanagement

Our team just got back from our 2023 Company Retreat! From escape rooms to scavenger hunts and team challenges, we had an action-packed week with plenty of great food mixed in. It's important for us to get everyone together building chemistry and rowing the same direction 😊

Looking for tips to make progress with the #wealthtech you already have? We outlined 3 steps to do just that below! 👇

We turned 8 yesterday! 🎉