2) Or will these firms finally enter the 21st century and include bitcoin in client accounts to better diversify portfolios and increase risk adjusted returns?
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Howard Atkinson
1.8K posts
Howard Atkinson
@HowardAtkinson
Director/Board Governance/Business Strategy/Risk Management
Toronto Katılım Mayıs 2011
1.7K Takip Edilen1.5K Takipçiler
1) With MicroStrategy (MSTR), essentially a leveraged bitcoin vehicle, going into the Nasdaq 100 today, does that mean that wealth management firms that do not allow bitcoin in client accounts will be blowing out their QQQs and other Nasdaq trackers?
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Howard Atkinson retweetledi
“As we grow our presence in the Canadian market, Eric’s expertise and depth of experience in compliance and regulatory affairs reinforce our commitment to the highest standards in wealth management.”
FusionIQ Canada's @HowardAtkinson in @advisorca.
advisor.ca/practice/techn…
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Howard Atkinson retweetledi
Our strategic wealthtech partnership with @interVal_ai is making news in @t3techhub ⬇️
t3technologyhub.com/fusioniq-and-i…
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Looking forward to working with
‘technology adopter’ wealth managers and the interVal team
FusionIQ@FusionIQOne
We're excited to announce a strategic partnership with @interVal_ai as we advance our vision to make digital transformation easy for financial advisors and institutions. Learn more about how we're creating the ecosystem advisors need for growth. ⬇️ fusioniq.io/news-releases/…
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It was a pleasure to participate in such a worthwhile event. Kudos to all the financial advisors looking to up their game!
FusionIQ@FusionIQOne
Great presentation by @HowardAtkinson at the Canadian Advisor Tech Expo! Howard took a deep dive into the solutions we're delivering for financial advisors in the US & what our recent Interactive Brokers Canada integration means for Canadian advisors looking for organic growth.
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Howard Atkinson retweetledi
We're turning up the volume at #Consensus2024 as FIQ Market One is revolutionizing the conventional investment model!🔊
Connect with @SeanRistau at @consensus2024 to learn more about how we're bringing digital assets, alts, private investments, and ETFs into a single market.
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FusionIQ welcome to Canada!
FusionIQ@FusionIQOne
We're excited to announce our integration with Interactive Brokers in Canada!📢 “This integration marks a significant step...to provide Canadian advisors with the white-labeled wealth management platform they need to thrive in today's digital landscape.” ca.fusioniq.io/news-releases/…
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Howard Atkinson retweetledi
"This latest collaboration intends to strengthen FusionIQ One, the platform, and its automated proposal generator and portfolio screening capabilities."
Thank you @BankerNews for sharing the #fintech news of our integration with FinMason.
privatebankerinternational.com/news/fusioniq-…
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Howard Atkinson retweetledi
Excited @YahooFinance shared the news we're integrating FinMason’s investment data into the FusionIQ One platform, providing analytics for our portfolio screening and powering our automated proposal generator that delivers personalization at scale.
finance.yahoo.com/news/fusioniq-…
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Howard Atkinson retweetledi
Thank you @talk_fintech for sharing the news of our FusionIQ One integration with FinMason.
Partnering with #fintech leaders through our API Integration Suite, we're making it easy for financial advisors and institutions to be digital wealth leaders.
talkfintech.com/quick-bytes/fu…
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Howard Atkinson retweetledi
Happy Valentine's Day to all the hardworking and dedicated financial advisors helping their clients fall in love with investing.
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Howard Atkinson retweetledi
Behavioural engagement systems like our InvestorEQ are increasingly important in volatile markets.
If you're a financial advisor looking to have better conversations with your clients around risk, we invite you to try InvestorEQ: pascalwealthtech.com/investoreq
investmentexecutive.com/news/industry-…
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Howard Atkinson retweetledi
Interesting data from @CBinsights' 2023 Fintech Trends to Watch webinar today. Early-stage #fintech companies took a larger share of deals than ever before.
Fintech innovation is growing and demand for better digital experiences makes it an integral part of financial services.
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Howard Atkinson retweetledi
"60% of high-growth [financial advisory] practices use SOPs." That's impact.
It's why digital client engagement systems like our Living Wealth & InvestorEQ are so important to firms that want to grow.
Learn how our systems can help your wealth firm grow: pascalwealthtech.com/solutions
ThinkAdvisor@ThinkAdvisor
10 Traits of Successful Advisory Teams ift.tt/qJpKiB3
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Howard Atkinson retweetledi
"Digital helps us become more human." Great insights from @briansolis.
We help advisors have better relationships, demonstrate appreciation and nurture loyalty with InvestorEQ & Living Wealth.
Let our innovation drive your growth: pascalwealthtech.com/solutions
forbes.com/sites/briansol…
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Howard Atkinson retweetledi
Good @FT_PWM story by @YuriBender on how #fintech start-ups help wealth managers improve client experiences.
Our digital platform delivers client messaging & integrated video for better client experiences and communications within a compliance framework.
pwmnet.com/FinTech/BNP-Pa…
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Howard Atkinson retweetledi
Great to see #DigitalTransformation trending! Here's our CEO @HowardAtkinson talking at the WealthTech Summit about how digital technology is transforming the ways financial advisors engage clients and deliver personalization in wealth management. #fintech youtu.be/pUh0ugIWcss
YouTube
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Howard Atkinson retweetledi
At Pascal, we're helping financial advisors be better coaches with our behavioural finance risk tolerance system InvestorEQ.
pascalwealthtech.com/investoreq/
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Howard Atkinson retweetledi
"Technology amplified the higher need for human advice while evolving the role of a financial adviser to become that of a behavioral coach over an asset manager." Great insight from @nicolecasperson into how #fintech is changing wealth management.
workweek.com/2023/01/24/wea…
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