Three of the best advisortech teams out there!

Advisortech Insider: Daily Insights for Modern Financial Advisors

Author

Joe Moss
March 20, 2024

Happy Wednesday!

Sometimes I try to be educational, sometimes thoughtful, sometimes funny, but sometimes I gotta be just straight promotional.

I’m sorry, but this is going to be straight promotion.

There’s three advisortech tools I did a joint demo with yesterday…

You’ve probably heard me talk about them before.

They are:

  • PreciseFP

  • Bento Engine

  • FinMate AI

They’ve been with me since the beginning of ProAdvisorSuite and I’ve grown fond of the characters behind them:

  • Ryan George and Nora Gallegos of PreciseFP

  • Philipp Hecker and Mark Wellman of Bento Engine

  • Daniel Yoo of FinMate AI

Because honestly, tech is more than just the software, its about the people behind the software - their heart, their character, their dedication to helping advisors.

And I’ve really enjoyed working with them.

Without further ado, here’s the JOINT advisortech demo with PreciseFP, Bento Engine, and FinMate AI.

If you want to jump to a specific demo, here are the time-stamps:

  • 01:37 Bento Engine

  • 13:46 FinMate AI

  • 25:40 PreciseFP

If you’re not using these tools for data gathering, pro-active advice, and meeting assistant, I’d suggest you strongly consider them!

Until next time,

Joe

P.S. Don’t miss our upcoming events with Amplified Advisors and Bill Cates below! ⬇️⬇️⬇️

Upcoming Events

View all our upcoming events on the Community calendar.

  • Friday, March 22nd, 2pm ET:

  • Tuesday, March 26th, 2pm ET:

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