Welcome to the 8th Edition of ProAdvisorSuite News!

This week I’m excited to announce that YourStake has joined the ProAdvisorSuite!

Technology is so epic these days that’s its getting difficult to explain just how good it is. This might help:

Before Advisor Core:

After Advisor Core:

Sorry, I’m partial to Teslas. :)

Here are the key features and benefits:

AI Statement Transcription and Analysis:

Advisor Core allows advisors to upload any client statement and quickly receive a formatted Excel file. The AI-driven process reduces hours of administrative work per client by instantly providing a detailed analysis of the uploaded portfolio. This feature is especially useful for both quarterly check-ins and prospect analyses, as it highlights areas of strength and concern in the portfolio​​​​.

Interactive Chat Feature:

Advisor Core includes a 'Chat-with-Portfolio' function, essentially acting as an in-house analyst. This feature allows advisors to ask questions about portfolio specifics, like the reasons for high fees or the performance of securities. It provides quick and client-friendly responses, aiding in deeper understanding and effective client communication​​​​.

Customized Client Proposals:

The tool enables advisors to produce client-ready proposals that align with their brand standards. It offers the flexibility to adjust the level of detail presented, ensuring that the proposals are tailored to each client’s needs and preferences. This feature enhances the personalization of client interactions and supports more effective client meetings​​​​.

Today! Integrated Demo:

• Tue, Dec 5th 11am PT / 2pm ET: Wealthtender, PreciseFP, Asset-Map, Hubly, and Bento Engine all-in-one tech demo following a prospect to client journey - Register here

Upcoming Integrated Demos:

• Tue, Dec 19th 11am PT / 2pm ET: Elements, GReminders, FinMate AI, Simplicity Ops, OnBord all-in-one tech demo from prospect intro meeting to onboarding - Register here

• Fri, Jan 12th 11am PT / 2pm ET: Learn all things Advisor Reviews - Join Brian Thorp of Wealthtender, Whit Lanier of Amplify Reviews, and Andrew Johnson of Testimonial IQ in a discussion on how advisors can use reviews along with a demo of each platform - Register here

Last, but not least - those follower stats:

Decided to post on LinkedIn this week and practice my Canva skills - click here to view the post.

That’s all for today, folks! Hope you have a great afternoon.

Warmly,

Joe

Our Vendor Partners:

• NEW!! YourStake - Fast Proposal Generation

• Simplicity Ops - Redtail / Wealthbox CRM Optimizer

• Asset-Map - Financial Planning

• GReminders - Appointment Scheduling

• Smart Kx - Client Agreements and Fee Billing

• OnBord - Digital Onboarding

• Hubly - Enhanced Workflows

• PreciseFP - Data Gathering

• FinMate AI - AI Notetaking Assistant for Financial Advisors

• Bento Engine - Advice Engagement

• CurrentClient - SMS & Video Texting

• Elements - Sales Enablement

• Wealthtender - Advisor Lead Gen