YourStake

YourStake is on a mission to make scalable personalization easy to implement into your practice.

[YourStake @Your_Stake]

What does it mean to be an AI Empowered Advisor?

Find out at the first-ever, AI Advisor Power Hour on Wednesday, December 18 at 1 PM ET.

Catch a live demo of our new AI Meeting Assistant, updates to Advisor Core and a preview of whats coming in 2025!

https://t.co/unpV3qmoQU

[YourStake @Your_Stake]

The @t3techhub survey is live and accepting responses about what technology Advisors leverage in their tech stack.

- Portfolio Management/Reporting Tools
- Portfolio Design Tools
- ESG/SRI (Values) Portfolio Analysis
- Proposal Generation

https://t.co/ElXhhF4bTp

[YourStake @Your_Stake]

📢 Breaking News: YourStake Launches Tax Transition Analysis in Advisor Core

This launch directly addresses one of the biggest challenges RIAs face: winning new clients while managing tax implications during portfolio transitions.

Read the full release:
https://t.co/iXpTvfGbaf

[George Grombacher @glgrombacher]

How will AI and personal finance impact financial advisors?

Gabe Rissman talks about the current landscape and what to expect!
@your_stake
https://t.co/P4sT7yjg0D
#AIandfinance #personalfinance #financialadvice

[YourStake @Your_Stake]

Say Goodbye to 14-Step Email Sequences!

Join us for an exclusive webinar August 7 at 2 PM with Anasova to discover how to utilize their lead platform with proposal generation to power growth.

Register here -->
https://t.co/EXWG6w05Hx

[YourStake @Your_Stake]

We are honored to have our Values-Aligned Direct Indexing Solution (VADIS) built with @first_affirm nominated as a finalist in the Money Management Institute/@barronsonline 's Industry Awards for Values-Based Investing Solutions! 🏆

[YourStake @Your_Stake]

In 2024's complex financial landscape, top advisors are revolutionizing their practices with Advisor Core.
From AI-powered analytics to values-based investing, learn how to transform week-long processes into same-day wins.
Read our latest blog: https://t.co/VS9BwLB6aN

[YourStake @Your_Stake]

AI solutions for note-taking and CRM integration are often the first choice for many advisors.

These tools can seamlessly join client meetings to create detailed transcripts, summaries, next steps, and even draft follow-up emails.

Learn more: https://t.co/MfFUIzovfV

[YourStake @Your_Stake]

Advisors: Ready to revolutionize your practice?
Advisor Core brings you:

Instant portfolio matching ⚡
Personalized risk profiling 📊
Values-aligned investing 🌍
Easy portfolio comparisons 🔄

Watch how it works below

#AdvisorTech #FinTech

[YourStake @Your_Stake]

We're thrilled to announce that we're partnering with @Broadridge to deliver personalized and data-driven advice through our values questionnaire and data analytics.

Learn more about how we're working together to deliver the future of personalized advice: https://t.co/CSTCeyv6J3

[YourStake @Your_Stake]

We're thrilled to announce our collaboration with @apexfintech to empower Fintechs and Advisors with the building blocks for the new paradigm of AI-first experiences.

Read the full release: https://t.co/pQU6vlf4yQ

[YourStake @Your_Stake]

The world of Financial Services is transforming.

AI has fundamentally changed how we operate and interact with our daily work, clients, and prospects.

Discover the AI tech map: https://t.co/MfFUIzovfV

[YourStake @Your_Stake]

Introducing the Advisor AI Tech Map: https://t.co/MfFUIzovfV
We believe that focusing on these key areas for AI implementation will help identify and implement AI tools and technologies that can streamline processes, enhance client service, and drive growth for any Advisor.

[YourStake @Your_Stake]

@djamesarmstrong @DuranMoney @Diana_Britton @wealth_mgmt @Wealth__Edge Great point!!

[YourStake @Your_Stake]

How do you plan on navigating the AI-driven future of wealth management?

Yesterday our co-founder @gaberissman was on a panel at @wealth_mgmt #EDGE discussing how Advisors can use the power of AI to enhance their workflows so they can focus on their clients.

[FP Alpha @_FPAlpha]

Find out why CEO @AAltfest, @AssetMapLLC and @gaberissman @your_stake remain optimistic on the possibilities #AI can offer advisors. via @investmentnews

https://t.co/NjUHFEZsNy

[US SIF @US_SIF]

Calling all #financialadvisors! Do you service clients with allocations to #sustainable & #impactinvestment? Don’t miss the premier #sustainableinvesting conference, featuring a new Financial Advisory Track!
Join @US_SIF for #FORUM2024 in Chicago in June! https://t.co/nWFxit28ZQ

[YourStake @Your_Stake]

April Newsletter is out!

- 6 pillars of AI for Advisors
- Major updates to Advisor Core
- Insights on the AI, Scaling your practice, and investing plastic-free

Read it here: https://t.co/6xmNkGfPn1

[FP Alpha @_FPAlpha]

"AI is the advisors' best friend." So says our CEO and Founder, @AAltfest. He was joined by 55ip's Hiren B Patel and YourStake's Gabe Rissman at the recent @investmentnews #RIAActivate for a special chat on how AI can work for you, not against you.

https://t.co/R6NwkRuulQ

[YourStake @Your_Stake]

What if there was a @MichaelKitces Kitces tech map exclusively for AI tools?

Recently our co-founder Gabe Rissman has been out speaking about the 5 ways AI tools can help Advisors right now

Read our updated edition of the AI Tech Map: https://t.co/u6F5PPdCis