YourStake

We've joined Bluesky Follow us over there for more about us and some different types of content thank what you get on Linkedin! --> https://lnkd.in/eX-Sf_dN

The T3/Inside Information Tech Survey is live. If you are an RIA, please take a few minutes to share your experience. The results will be announced at the 2025 T3 Conference. The full report will be made available for free to all participants: https://lnkd.in/efpfK_fp #RIA #WealthTech

?? New feature alert to Advisor Core! You can now customize your analysis and proposals with your firm brand colors within the solution. Navigate to settings and either manually select your colors, or add their hex codes, hit save, and voila! your prospects will be wowed with an on-brand and cohesive presentation. Not using Advisor Core yet? Start a free 14-day trial --> https://lnkd.in/e54aYWZZ

See you next week in San Francisco at the Charles Schwab #Impact conference. Gabe Rissman and Robyn Wood will be at Tech 23 to highlight the new advances to YourStake that will make it the Advisor Operating System through the magic of AI-Enhancement.

We're excited to have Gabe Rissman back at #RIAActivate from InvestmentNews as a moderator for How AI can work for you not against you tomorrow at 11:50 AM PST Join Gabe, Ivan Illán, AIF?, CFS? of Aligne Wealth Advisors Investment Management (AWAIM?) and Sid Yenamandra of Surge Ventures where they'll provide clarity on the impact - and opportunities - AI presents for your business growth.?? ? - Discover use cases of successful AI implementations so far - Explore?how automation and?data-driven?analysis can?identify?trends, risks, and opportunities in your client portfolios? - Understand AI within the regulatory and compliance landscape - What are the tangible benefits for advisors and clients? What are the potential risks?? Be sure to join this Fireside chat and preview some use-cases for AI in the link in the comments below!

What if your entire client onboarding process could happen in minutes instead of days? Manual data entry. Document chasing. Hours spent creating proposals. These administrative tasks aren't just frustrating – they're holding back your practice's growth and eating into valuable client focus and relationship building. Gabe Rissman while at Financial Planning's #AdviseAI unveiled our latest innovations at YourStake, completely transforming how advisors work – from the first client meeting to portfolio implementation. Imagine this: Your client meeting wraps up, and instantly: 1. AI-powered meeting notes transform into actionable CRM tasks 2. Document collection and processing happens in minutes, not hours 3. Account opening forms auto-populate from uploaded documents 4. Customized investment proposals are generated automatically, aligned with your client's values and risk tolerance The result? A 20% + increase in prospect-to-client conversion rates. Because in today's world, speed and precision aren't just nice-to-haves – they're essential for growth. #WealthManagement #FinTech #AdvisorTech #Innovation #AI

We are thrilled to be in this week’s Financial Planning’s Tech Spotlight! Thanks to Rachel Witkowski for the opportunity to share our beginnings, and where we are headed to build a connected ecosystem for Advisors. Be sure to check out the piece as our co-founder, Gabe Rissman, shares how we plan to help advisors spend less time on manual entry and nonvalue-added tasks so they can spend more time with their clients, serving them better and serving more clients. Read it here: https://lnkd.in/enYkHiTB

Transform Complex Portfolio Transitions into Clear Client Conversations Watch how YourStake's Tax Transition Analysis helps advisors: - Present tax-smart transition strategies in real time - Adjust scenarios based on client tax budgets - Generate actionable trade lists in minutes Ready to streamline your portfolio transitions? Watch our demo to see how Tax Transition Analysis in AdvisorCore helps you win more clients while managing tax implications. Want to see it live? Schedule a demo with our team: https://lnkd.in/eazmtjm7 #FinancialAdvisors #WealthManagement #TaxPlanning #PortfolioManagement #RIA

We couldn't ask for a better day for our Newsletter to come out. This edition is filled to the cauldron of ways to BOO-st Your Knowledge: - See a demo of the Tax Transition Analysis in Advisor Core - Join us for our Community Forum in two weeks on November 13 at 2pm ET - Download our latest guide for client conversations about Direct Indexing - Read a Q&A between Gabe Rissman and Joe Pelusi about Sustainable Investing, AI, and much more! Read: ?? I got a rock: How to avoid being Charlie Brown this Halloween

Uploading statements shouldn't be a trick-or-treat experience to see what investment data you get out of the bag! Advisor Core is like the house that only gives out full-size candy bars of data from coffee-stained statements to 401(K)'s with no ticker information and even those TD statements that have passed to the other side ?? When you're stuck doing it by hand, expect a lot of holes and a few rocks in what you get out. ?? Happy Halloween from all of us at YourStake!