Elen Financial Software

We've built the best back office system on the market for financial advisers, financial planners and paraplanners.

✍️ Start your 30 day FREE trial today!

[Nucleus Financial @nucleuswrap]

Tis the season to be wary: while everyone else is busy dancing to Maria Carey and sipping mulled wine in the run-up to Christmas, the fraudsters are hard at work. Our Compliance Analyst Catriona Carter shares her tips on how to keep your clients safe https://t.co/xRDYffy21t

[Elen Financial Software @elensoftware]

We know whether it's meeting clients, talking to prospects, or going to events, you want to work on the go. Onboard clients, produce reports, sign documents, and more with the Elen app. Available on all devices with all features. Work from anywhere, now. #keepitsimple #elenapp

[Elen Financial Software @elensoftware]

What’s in the box? Elen has everything you need to manage your client’s wealth all in one system. Do you know that all these features come as standard with Elen: #keepitsimple #productivity #financialplanning #IFA #CRM #backoffice

[Elen Financial Software @elensoftware]

With Elen your clients can complete their fact find, saving you time. Receive notifications when it’s completed & lock from any more edits. The future of your back office is already here. Sign up for 30day free trial, no card details needed. https://t.co/MKLWZUxpNk #keepitsimple

[Elen Financial Software @elensoftware]

Did you know Elen has its own e-signatures solution? You can sign UNLIMITED documents with your clients for FREE! It’s developed in-house using a trusted certificate provider, with a full audit trail on the document. Stop paying separately for your E-signatures! #keepitsimple

[Elen Financial Software @elensoftware]

Did you know Elen has its own e-signatures solution? You can sign UNLIMITED documents with your clients for FREE! It’s developed in-house using a trusted certificate provider, with a full audit trail on the document. Stop paying separately for your E-signatures! #keepitsimple

[Elen Financial Software @elensoftware]

At Elen, it's all about your needs, whether you're an adviser, administrator or a paraplanner.
Which CRM feature is most important for you?

[Elen Financial Software @elensoftware]

With Elen your clients can complete their fact find, saving you time. Receive notifications when it’s completed & lock from any more edits. The future of your back office is already here. Sign up for 30day free trial, no card details needed. https://t.co/MKLWZUxpNk #keepitsimple

[Elen Financial Software @elensoftware]

What’s in the box? Elen has everything you need to manage your client’s wealth all in one system. Do you know that all these features come as standard with Elen: #keepitsimple #productivity #financialplanning #IFA #CRM #backoffice

[Elen Financial Software @elensoftware]

"Faceless corporations making junk won't change".

Don't we know it?!

#UseItOrLoseIt

https://t.co/FsS5aKCJv2

[Nate @TornadoNate]

Faceless corporations making junk won’t change

Healthcare systems prioritizing capital investment & growth over Human Resources & patient care won’t change

Healthcare funding won’t change

The structure of public Ed won’t change

Our political system won’t change

UNLESS

[Elen Financial Software @elensoftware]

Morning Twitter! How will your tech ecosystem make you feel today?

#KeepItSimple
#AChangeIsAsGoodAsARest

[Elen Financial Software @elensoftware]

Support your business and boost productivity with Elen tasks. They can be broken down into smaller units of work, assigned to different people, all with attachments and comments. Signup or book a demo at https://t.co/MKLWZUwRXM #keepitsimple #productivity #financialplanning

[Elen Financial Software @elensoftware]

Did you know you can securely message your clients through Elen? Like all our features, it's designed to be easy to use, both for you and your clients.

#financialadvisers
#fintech
#crmsoftware
#KeepItSimple

[Elen Financial Software @elensoftware]

Want to securely communicate with your clients, easily exchange information and documents, all with simple lightweight notifications? At Elen we do things simply and effectively. #keepitsimple #clientmessaging #clientportal

[Elen Financial Software @elensoftware]

Always use strong passwords!

[Prof Paraplanner Mag @ProfParaplanner]

@iress has notified users of the Adviser Office product, that support for the back-office service will no longer be supported from mid 2023 https://t.co/wfW5sQKazA

[Elen Financial Software @elensoftware]

@ProfParaplanner @iress A perfect opportunity for users to review their whole ecosystem.

Go to https://t.co/MKLWZUwRXM to start a trial or contact us if you would like a demo.

#TakeControl

[Elen Financial Software @elensoftware]

A perfect opportunity for users to review their whole ecosystem.

Go to https://t.co/MKLWZUwRXM to start a trial or contact us if you would like a demo.

#TakeControl

https://t.co/eSTiPgYT0Z

[Prof Paraplanner Mag @ProfParaplanner]

@iress has notified users of the Adviser Office product, that support for the back-office service will no longer be supported from mid 2023 https://t.co/wfW5sQKazA

[Elen Financial Software @elensoftware]

@richardcbishop @RedCircleFP

[Elen Financial Software @elensoftware]

We're busy building integrations, and we want to know which platform integration you want the most?
#investment #backoffice #financialadviser #ifa #crmsoftware #fintech #financialadvice #investmentplatform #productivity

[Elen Financial Software @elensoftware]

@RedCircleFP Thank you Darren. So far we have an integration with Transact, and hopefully Fundment will be added soon (as well as Morningstar and P1!).