Matthias Tabbert’s Post

Another important step towards an European One-Stop-Shop for Regulatory Compliance with new Services in Investment Advice! If you want to learn more about the possibilities the tetralog services can offer to improve your Investment Decisions for your clients please contact me or my new Sales Colleagues at tetralog!

📢 Elevate your advisory services to new heights with Tradesocio! As a leading fintech company, we are committed to empowering financial advisors with cutting-edge solutions to deliver exceptional client experiences. Here's how Tradesocio can advance your advisory services: 1️⃣ Seamless Client Onboarding: Simplify the onboarding process for your clients with our user-friendly platform. Streamline account opening, document management, and compliance checks to enhance efficiency and provide a seamless experience. 2️⃣ Customized Investment Strategies: Tailor investment strategies to meet your clients' unique needs and goals. Leverage our advanced analytics tools to gain insights into client behavior, risk profiles, and investment preferences, enabling you to provide personalized and targeted advice. 3️⃣ Robust Portfolio Management: Our platform offers powerful portfolio management tools to monitor and track client portfolios effectively. Access real-time performance data, asset allocations, and risk metrics to make informed investment decisions and optimize client portfolios. 4️⃣ Interactive Client Engagement: Engage your clients through interactive dashboards, performance reporting, and secure communication channels. 5️⃣ Compliance and Regulatory Support: Stay compliant with industry regulations effortlessly. Tradesocio incorporates robust compliance features to help you adhere to regulatory requirements, monitor risk, and generate comprehensive reports. 6️⃣ Advanced Trading Capabilities: Empower your advisory services with advanced trading features. Access real-time market data, execute trades efficiently, and manage risk effectively, providing your clients with comprehensive investment solutions. 7️⃣ Integrated Technology Ecosystem: Seamlessly integrate Tradesocio with your existing systems and tools. Our platform offers flexible APIs and compatibility with industry-leading software, enabling you to leverage your preferred tools while maximizing efficiency. #AdvisoryServices #FinancialAdvisors #Fintech #InvestmentStrategies #data #analytics #trading #investment #financialgrowth

🚀 Knowing how to use APIs in your wealth management software is a pathway to launching fast and scaling effortlessly. Here’s how that works: 🔹 Time and Resource Savings: By automating data aggregation, APIs help businesses save money and allocate resources to revenue-generating activities like client engagement and business development. 💼 🔹 Seamless Data Integration: APIs serve as translators, intelligently combining data from multiple sources into a unified interface, granting wealth managers easier access to real-time market data, client info, and investment insights. 🌐 🔹 Enhanced Data Integrity: Standardized and validated data formats ensure accuracy, reliability and compliance, instilling client trust and securing the firm's reputation. ✅ 🔹 Scalability for Growth: APIs offer adaptability for increasing data volume and client base, allowing firms to differentiate themselves, diversify their offerings, and expand. 📈 +also a compilation of the types of APIs you might need when developing a welathtech product💡 #WealthTech #APIs #innovation #fintech

We are excited to announce our cooperation with FA Solutions, a market-leading software provider helping Asset and Wealth Managers manage their investments globally. FA Solutions, a cloud-based investment management solution that automates and centralises operational processes into one easy-to-use system, has now seamlessly integrated with an authentication service, Verified Secure. This means FA Solutions can now offer clients the option to log into their platform using various supported authentication methods. Getting set up is easy. Utilizing the latest API technology, no development is needed, just a simple configuration within the FA Solutions platform. “We look forward to successful cooperation with FA Solutions and are proud to be among the companies they cooperate with within our domain. Together, we can support their clients to enhance their platform’s security and user experience. If you’re interested in learning more about this collaboration, please contact us.’’  - Tommy Flemström, Founder Verified Global "We at FA Solutions are committed to providing our clients with a seamless and secure user experience and recognise that this requires expanding the connectivity of our platform to a broader ecosystem of industry service providers. Verified enables this for us by providing a variety of authentication methods for our clients and their end-clients to use to log in to our platform securely through their similarly advanced API." - Johan Nordmark, Head of Product Management FA Solutions Together, we’re making authentication easier and more secure than ever! #collaboration #fintech #API #management

🚀 Unqork's digital codeless platform has extensive capabilities to ensure Financial Services firms have an enhanced client experience and reduction of manual tasks ✅ Check out this graphic below to learn more! #unqork #financialservices #digitaltransformation

Generali strikes partnership with data-focused tech platform - Citywire: ... regulatory reporting – capabilities that will be valuable in our efforts to continually create value we deliver to our investors.' Premialab has ... #regulatoryreporting #regulation #finperform

Integration empowers advisers to control investments and technology, delivering a seamless client journey. Financial platforms like Hubwise, Seccl, Fundment, and Third Financial embrace APIs for innovation, benefiting advisory firms. These platforms enable moneyinfo to streamline processes like onboarding and client reporting. While larger platforms can be slow to adapt, adviser demand drives integration. Read more here: https://buff.ly/47U8PCK #FinancialIntegration #Hubwise #Seccl #Fundment #ThirdFinancial

Case study: MaxComply - Global private equity organisation The client, their challenge: The client’s vision and investment approach was clear – to target software and services businesses that are growing faster than the broader economy. They needed to maintain a smooth relationship with regulators, co-operate with global internal and external teams, as well as deliver on promises. IQ-EQ’s MaxComply™ was quickly shortlisted by the client, as it demonstrated deep market domain expertise and intelligence that led to a highly functional global software-as-a-service (SaaS) platform, purpose-built for our client’s industry segment. Find out more about our solution here: https://ow.ly/fKrw50QAFIP Dev Sian #oneiqeq #maxcomply #fund #assetmanagers

🚀 How to leverage data the right way with complicated financial products? I’ve found Zuul to know the answer. Zuul is reshaping the future of finance through innovative middleware solutions that optimize and encapsulate financial metrics for RIAs, agencies, and managed portfolio service providers. Powered by Gozer, an AI-driven engine, Zuul’s platform is designed to streamline data processing and enhance transparency, efficiency, and security in financial advising. Zuul for RIAs: 🔍 Zuul simplifies the flow of financial data from agencies to advisors, reducing friction and inefficiencies associated with traditional data handling methods. Advisors can now focus on delivering quality advice while saving time and reducing overhead costs. 📈 Advisors gain access to comprehensive and enhanced data sets, empowering them to make more informed decisions and provide better advice to clients. The platform goes beyond traditional systems like DTCC, offering a richer set of data points critical for accurate financial planning. For Agencies: 🔄 Zuul provides agencies with real-time exposure to RIAs, alleviating pain points in maintaining digital portals and ensuring up-to-the-minute insights into annuity products. By leveraging state-of-the-art technologies, agencies can focus on core business functions while staying ahead of the competition. 💡 The Gozer engine acts as a digital bridge between annuity providers and RIAs, enabling real-time data flows and incentivizing RIAs with timely and accurate annuity data. This breakthrough technology unlocks the full potential of data providers, driving growth and profitability in the RIA market. For Managed Portfolio Services: 🔗 Zuul offers seamless integration with MPS platforms, replacing outdated protocols with real-time data streams and enhancing data fidelity. This ensures the most up-to-date information for better portfolio management and decision-making. 📊 Gozer provides advanced analytics and automated reporting tailored to MPS needs, offering unparalleled insights into annuity investments. Coupled with Zuul's middleware capabilities, it delivers a comprehensive solution for modern portfolio management software. Led by Mike Manganillo, Zuul's cutting-edge middleware solutions empower RIAs, agencies, and managed portfolio services to thrive in today's digital landscape. I’ve already recorded a podcast with Mike, so stay tuned to learn more about his startup! #Zuul #Insurtech #datamodernization #datadriven #middlewaresolutions #rias #fintech

Want to eliminate risks associated with manual data input and streamline your post-trade operations? Read how Schroders successfully did so.