Twenty7tec's FinCalc integration boosts adviser efficiency

ITAS 8.27 is here – bringing you more clarity, control, and confidence. This latest release is packed with time-saving tools and smarter features to help you work faster and make better decisions: ✅ Client Account Dashboard – get a complete, real-time view of every client relationship. ✅ Unindexed Documents – cut through document chaos and boost compliance. ✅ Smarter Invoicing – handle complex trading adjustments with ease. All designed to simplify workflows, sharpen insights, and keep your business moving. 📽 Watch the full update to see how ITAS 8.27 can make your data smarter and your day easier. #ITAS #Hivedome #ReleaseUpdate #FinTech #DataDriven #Productivity #TradingSoftware #CTRM

Unnoticed subscriptions, missing receipts, and sudden spikes in spend are three of the most common red flags in business expenses. Left unchecked, they can quietly erode profitability and create unnecessary compliance risks. The good news: modern financial automation tools make it possible to track, flag, and resolve these issues in real-time—saving both time and money. In our latest post, we break down the 3 key red flags to watch for in your business expenses and how automation can help you stay ahead of them. #BusinessFinance #ExpenseManagement #Automation #BusinessGrowth #FinOps

Is your business running you—or are your systems running your business? This month’s COREconnect session is all about scaling smarter with automation. We’ll cover: ✅ What workflows can be automated (invoicing, payments, reminders) ✅ Delegating vs. automating financial tasks ✅ Tracking KPIs with ease Clients, register via the client portal today! Not a client yet? Reach out to learn how we can help your business thrive! www.corefinancialpros.com #COREFinancial #BusinessToolsThatWork #TheMoreYouKnowTheMoreYourGrow

Are you losing hours each week to manual checks, avoidable errors and inefficient workflows? Find out how to: ✅ Detect errors early with smart alerts
 ✅ Integrate with client ledgers and XPM ✅ Automate manual processes to reduce workload ✅ AI-driven insights to make data-backed decisions Watch the on-demand webinar 👉 https://hubs.ly/Q03zsLcx0

Xpensease Accuracy Dashboard – Detailed Walkthrough Managing expenses shouldn’t feel like detective work. That’s why we built the Accuracy Dashboard – designed to give you full control over your financial picture. Here’s how it works Edit Sender Names – Clean up messy SMS descriptions so your reports look neat and meaningful. Merge Cash + Automatic Entries – No need to track separately. Both combine into one unified dashboard. True Monthly Summaries – Get an accurate, 360° view of your spends and income, without missing details. This isn’t just expense tracking — it’s about making your financial data clear, consistent, and decision-ready. Watch the video to see how Xpensease keeps your reports accurate and stress-free. #Xpensease #ExpenseTracking #PersonalFinance #StartupIndia

Xpensease Accuracy Dashboard – Detailed Walkthrough Managing expenses shouldn’t feel like detective work. That’s why we built the Accuracy Dashboard – designed to give you full control over your financial picture. Here’s how it works Edit Sender Names – Clean up messy SMS descriptions so your reports look neat and meaningful. Merge Cash + Automatic Entries – No need to track separately. Both combine into one unified dashboard. True Monthly Summaries – Get an accurate, 360° view of your spends and income, without missing details. This isn’t just expense tracking — it’s about making your financial data clear, consistent, and decision-ready. Watch the video to see how Xpensease keeps your reports accurate and stress-free. #Xpensease #ExpenseTracking #PersonalFinance #StartupIndia

384% ROI. That's not our number. That's IDC's. Independent analyst firm IDC conducted in-depth research on Billtrust solutions and found clients achieve an average 384% return on investment. Want the equations to calculate your own potential savings from AR automation? IDC breaks down exactly how much time and money you could save, backed by real client data. Get the full IDC report and see your ROI potential ⬇️ https://bit.ly/3Vaf7sB #ROI #ARAutomation #IDCReport #AccountsReceivable #FinanceROI #CashFlow

This is a gut-check for RIAs and advisors. Be honest, does your day look like this? ➡️ Jumping between tabs ️➡️ Copy/pasting client data ➡️ Saving 11 versions of a “final” report ➡️ Explaining to your team how none of your tools work together If that sounds familiar, it might be time to rethink your setup. You don’t need more tools. You need the right ones. Moneytree helps unify your planning, automate the busywork, and give you the space to show up fully for your clients. Learn how: https://hubs.ly/Q03Gc22d0

September 2025's #AdvisorTech kicks off with the news that RightCapital has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value without building a full comprehensive plan: https://kitc.es/3HBnYAF And more interesting news: ➡️ Altruist Introduces Basis-Point Custody Subscription Model ➡️ TaxStatus Launches An Enterprise Lead Generation Platform ➡️ FMG Suite Acquired By GTCR As It Looks To Continue Its PE-Backed Acquisition Of Advisor Marketing Tech Solutions ➡️ FINNY Launches Enhanced AI Prospecting Features And some additions to the #Fintech map: 📍 Vyzer (Family Office Portal) 📍EZFol (Performance Reporting) 📍Foundation Source (Specialized Planning) 📍Daffodil (Specialized Planning) 📍Slant by Pageport (CRM)

AALNA is proud to partner with Ramp  – a leading finance automation platform trusted by 40,000+ organizations.  Through this partnership, AALNA members (corporate and vendor members) gain exclusive access to smarter spend management, faster financial operations, and special benefits including: ✅$500 sign-on bonus ✅White-glove support from onboarding, implementation, go-live, and beyond  ✅24/7 dedicated support ✅Expedited underwriting and onboarding ✅Unlimited access to pricing intelligence, savings insights, & $350k in partner rewards Empower your organization with automation, insights, and savings. Learn more: https://lnkd.in/g4htrCWJ