Frister Haveman’s Post

MyVest has expanded and integrated the proposal and transition capabilities of its wealth management platform. The combination enables firms to grow assets, consolidate held-away accounts, and deliver personalized proposals that demonstrate unique value to clients. Learn how MyVest can help your firm experience faster onboarding, automate tax-aware transitions consistently, and better portfolio outcomes: https://lnkd.in/gMxJGhmq #WealthManagement

Qapita will power Schwab’s new platform that helps late-stage private companies manage equity and employee stock plans as they prepare to go public. Read here: https://lnkd.in/gKq3q8Fw -with Andrew Salesky Ravi Ravulaparthi #fintech #funding

Is Your Investment Platform Holding You Back? Many advisors tell us their biggest challenge isn’t selecting investments— it’s the tech stack supporting their practice. Common frustrations: ❌ Not being able to view held-away accounts ❌ Cumbersome trading and rebalancing ❌ Client reports that are slow and clunky ❌ Onboarding delays that frustrate advisor and client The Quartz difference: ✅ One integrated platform across custodians and held-away accounts ✅ Automated trading and rebalancing ✅ Turnkey performance reporting ✅ Streamlined client onboarding Every feature was designed for one purpose: to make advisors’ lives easier, not harder. Because when technology works, you can focus on what matters most: your clients. #AdvisorTech #PortfolioManagement #Efficiency #AdvisorSolutions

The most valuable capital is often 'smart capital', money that comes with network access and industry expertise. Nurturing your business ecosystem is a prerequisite for attracting strategic partners who become investors. #Fundall #AffinitySolution #SmartCapital

𝐆𝐫𝐞𝐚𝐭 𝐬𝐭𝐚𝐫𝐭 𝐭𝐨 𝐐4: 𝐚𝐧𝐨𝐭𝐡𝐞𝐫 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐏𝐄 𝐭𝐞𝐜𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐣𝐨𝐢𝐧𝐬 DealsPlus! Another leading 𝐔𝐊 𝐚𝐧𝐝 𝐈𝐫𝐢𝐬𝐡 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐟𝐨𝐜𝐮𝐬𝐞𝐝 𝐨𝐧 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞, 𝐝𝐚𝐭𝐚, 𝐚𝐧𝐝 𝐭𝐞𝐜𝐡-𝐞𝐧𝐚𝐛𝐥𝐞𝐝 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 has selected DealsPlus to streamline entity management and ownership structures. Some of the best PE technology investors, from the largest global buyout firms to focused mid-market specialists, are choosing DealsPlus to modernise their fund and portfolio operations. Great validation of our mission to make complex investment structures simple, transparent, and transaction-ready. #PrivateEquity #CapTableManagement #DigitalTransformation #Q4Momentum

Monitoring your portfolio isn’t just about collecting data. It’s about creating clarity across your firm, your LPs, and your founders. Mike Preuss is joining GoingVC for a live session on how to build a portfolio monitoring system that scales with you, whether you’re managing ten investments or a hundred. We’ll cover: — Building a consistent portfolio monitoring framework — Metrics that matter at different fund stages — Common pitfalls and how to avoid them — How tools and automation save time and increase accuracy Save your spot here: https://luma.com/vkxs3xj8

🚀 Form3 has secured strategic investment from Nationwide Building Society and a debt facility from funds and accounts managed by BlackRock.   This means we can:  ⚡ Move even faster on product innovation  🌍 Grow our footprint in the US  💡 Bring even more value to our customers    We are pleased to strengthen our partnership with Nationwide, who first backed us in 2020 and have now extended their Faster Payments Service managed service partnership to 2032.    A huge moment for our team, marking a major step in our path to profitability, as we continue building the future of cloud-native payment services.    👉 Full story here: https://lnkd.in/e8u3aPby   #Fintech #Payments #Innovation #Growth #Profitability 

October’s focus on financial planning is a good reminder that capital allocation is the real planning that matters. In private markets, success is about structuring exposure, timing liquidity, and pricing risk with precision. At SternAegis Ventures, we work with investors and issuers who treat capital as a strategic resource, not a passive holding. #PrivateEquity #VentureCapital

Did you know Pinnacle Investment Management moved from 100+ disconnected Word documents to scalable, high-quality reporting? They partnered with Workiva and VantagePoint and saw a huge shift: Manual processing time was cut in half, allowing teams to pivot from report creation to governance and quality control. That's how you build trust and scale in investment management! 📈 Read the full story on transforming reporting efficiency: https://lnkd.in/dT53szkz #FinancialReporting #InvestmentManagement #Workiva #Fintech #Efficiency

Direct indexing is reshaping the way advisors build portfolios. As investors seek greater control, transparency, and tax efficiency, direct indexing has emerged as a powerful solution that aligns portfolios with each client’s unique goals and preferences. Explore how direct indexing supports more personalized portfolio management and why this approach is gaining traction across the wealth management industry. Read more to see how advisors can leverage this strategy to deliver differentiated value: https://lnkd.in/epYPgQTJ #fintech #wealthmanagement #SSNCBlackDiamond