YourStake

What if your entire client onboarding process could happen in minutes instead of days? Manual data entry. Document chasing. Hours spent creating proposals. These administrative tasks aren't just frustrating – they're holding back your practice's growth and eating into valuable client focus and relationship building. Gabe Rissman while at Financial Planning's #AdviseAI unveiled our latest innovations at YourStake, completely transforming how advisors work – from the first client meeting to portfolio implementation. Imagine this: Your client meeting wraps up, and instantly: 1. AI-powered meeting notes transform into actionable CRM tasks 2. Document collection and processing happens in minutes, not hours 3. Account opening forms auto-populate from uploaded documents 4. Customized investment proposals are generated automatically, aligned with your client's values and risk tolerance The result? A 20% + increase in prospect-to-client conversion rates. Because in today's world, speed and precision aren't just nice-to-haves – they're essential for growth. #WealthManagement #FinTech #AdvisorTech #Innovation #AI

We are thrilled to be in this week’s Financial Planning’s Tech Spotlight! Thanks to Rachel Witkowski for the opportunity to share our beginnings, and where we are headed to build a connected ecosystem for Advisors. Be sure to check out the piece as our co-founder, Gabe Rissman, shares how we plan to help advisors spend less time on manual entry and nonvalue-added tasks so they can spend more time with their clients, serving them better and serving more clients. Read it here: https://lnkd.in/enYkHiTB

Transform Complex Portfolio Transitions into Clear Client Conversations Watch how YourStake's Tax Transition Analysis helps advisors: - Present tax-smart transition strategies in real time - Adjust scenarios based on client tax budgets - Generate actionable trade lists in minutes Ready to streamline your portfolio transitions? Watch our demo to see how Tax Transition Analysis in AdvisorCore helps you win more clients while managing tax implications. Want to see it live? Schedule a demo with our team: https://lnkd.in/eazmtjm7 #FinancialAdvisors #WealthManagement #TaxPlanning #PortfolioManagement #RIA

We couldn't ask for a better day for our Newsletter to come out. This edition is filled to the cauldron of ways to BOO-st Your Knowledge: - See a demo of the Tax Transition Analysis in Advisor Core - Join us for our Community Forum in two weeks on November 13 at 2pm ET - Download our latest guide for client conversations about Direct Indexing - Read a Q&A between Gabe Rissman and Joe Pelusi about Sustainable Investing, AI, and much more! Read: 🪨 I got a rock: How to avoid being Charlie Brown this Halloween

Uploading statements shouldn't be a trick-or-treat experience to see what investment data you get out of the bag! Advisor Core is like the house that only gives out full-size candy bars of data from coffee-stained statements to 401(K)'s with no ticker information and even those TD statements that have passed to the other side 🪦 When you're stuck doing it by hand, expect a lot of holes and a few rocks in what you get out. 🎃 Happy Halloween from all of us at YourStake!

📢 Breaking News: YourStake Launches Tax Transition Analysis in Advisor Core Key capabilities for advisors: 1. Instant tax impact visualization for entire portfolio transitions 2. Custom transition timelines based on client tax budgets 3. Download the trade list for fast transitions 3. Automated proposal generation for prospect conversations 4. Seamless integration with existing Advisor Core features "What once took 2-4 hours of back and forth with my team... now can be done in 5 minutes using the AdvisorCore tool" - Kenneth Silva Ballard, CSRIC, IAR, First Affirmative Financial Network This launch directly addresses one of the biggest challenges RIAs face: winning new clients while managing tax implications during portfolio transitions. No more manual spreadsheets or complex calculations - just clear, actionable transition strategies. Learn more about transforming your practice's tax transition process --> https://lnkd.in/ep7wiTX2 #RIA #FinancialAdvisors #WealthManagement #TaxPlanning #PortfolioManagement

What's the impact of technology in your practice? It's about what you see below. Having more time to do the things that matter most, from having a few more minutes to connect with your clients, or just reflect while reading a book. Yes, technology is about getting you data faster and more efficiently, but the most important thing is that it gives you time back to do more of what's most important. That's what Advisor Core is doing for your statement extraction, portfolio analysis, and proposal generation needs. It's time to embrace more time for what's most important: https://lnkd.in/e54aYWZZ

We're not like every other FinTech SaaS for Advisors. We're the cool, rockstar sunglass-wearing, matching shirts kind of crowd with Patrick Reed on vocals, Robyn Wood on drums, and Kenneth Silva Ballard on guitar. See what harmonies we can make for your workflows with a spark of AI so you can spend more time being on stage. Only in Nashville. Only at Nitrogen's #fearless Summit. Wealthbox where is that guitar again?

Our co-founder, Gabe Rissman has shared his view of AI across the industry from speaking at great events like SEI, and Financial Planning's #AdviseAI and sharing his insights with outlets like VettaFi's Advisor Perspectives, InvestmentNews. A new expansion to our site, visit "In the News" to see the latest articles, interviews and insights from Gabe. https://lnkd.in/eHA5cmg6

We are loving the Nashville welcome at #fearless from Nitrogen! It’s been exhilarating to be on the road these last few weeks sharing our latest advances (did we mention AI Note Taking and Meeting Assistant?!) as well as platform upgrades to Advisor Core and so much more. Stop by and catch up with all that’s new at YourStake with Patrick Reed, Robyn Wood and Kenneth Silva Ballard.