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!
Joined November 2018
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Elen Financial Software retweeted
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 hubs.li/Q01vz1GF0
Elen Financial Software retweeted
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 retweeted
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. elen.co #keepitsimple
Elen Financial Software retweeted
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 retweeted
@iress has notified users of the Adviser Office product, that support for the back-office service will no longer be supported from mid 2023 professionalparaplanner.co.u…
Elen Financial Software retweeted
They say there are three ways to deal with a situation you don't like in life - change the situation, leave the situation, or accept the situation.
If your back office system is driving you mad, what will you do?
#FinancialAdvisers
#ChangeYourEcosystem
#TakeControl
50%Leave the situation
20%Change the situation
10%Accept the situation
20%Just whinge about it!
10 votes • Final results Elen Financial Software retweeted
"Intuitive and simple". Hear! Hear!
Elen Financial Software retweeted
They are all interlinked, BUT if you eliminate ‘clunky’ and replace with intuitive and simple, the others start to fade away. You need less customer service and you don’t need to tie in users. Then add an open API to integrate with other software provided and it improves the VFM
Elen Financial Software retweeted
It's great to be integrated with @elensoftware!
This shows how software integrations should work, seamlessly connecting your data between platform and CRM.
If you want to learn more about P1 and Elen, get in touch with @elensoftware
We now integrate with @p1investment’s P1 Platform. If you manage your clients on P1 or are looking to in the future, Elen may just be the system you need! Visit elen.co to find out more and start using Elen for free today. Please retweet to spread the word!
Elen Financial Software retweeted
2 years ago I quit my employed role and co-founded Masterplan Wealth at the age of 25. We’re now a team of 12 looking after hundreds of clients across two locations. This is my (not financial) advice to other young planners thinking of making the plunge:
Elen Financial Software retweeted
We have an exclusive weekly show in Advice Stack called Stack Chats 🗣
This week we chatted with @gweirydd from @elensoftware about how financial planning firms can use their CRM to grow 🚀
Find out more 👉 bit.ly/30mhAYj
Elen Financial Software retweeted
In Episode 3 of our Advice Stack exclusive show Stack Chats, we're joined by @gweirydd from @elensoftware 👋
He's going to be chatting to @danatnextgen about how to use a CRM system to grow your financial planning business 🚀
Find out more 👉 bit.ly/3CZMROO
Elen Financial Software retweeted
Let's build an Advice Stack...
@PrestwoodTruth + @elensoftware + @MoneyAliveLtd
Without Advice Stack Marketplace 👉 £361/month
With Advice Stack Marketplace 👉 £220/month
Find out more: bit.ly/3BPLXDa
Elen Financial Software retweeted
Announcing: @AdviceStack 🎉
The new service to help small financial planning firms grow & scale 🚀
✅ 140+ templates & models
✅ 25+ discounts @CashCalc, @elensoftware, @Timeline_Tech and more (with lots to come)
✅ 1 Community of peers
#readytogrow? 👉 bit.ly/3b2QoQa
Elen Financial Software retweeted
Hello 👋
We are a new monthly service to help small financial planning firms grow 🚀
✅ 140+ templates
✅ 25+ discounts including @CashCalc, @elensoftware, @PrestwoodTruth and more (with loads to come)
✅ A community of peers
Are you #readytogrow? 👉 bit.ly/3b2QoQa
Elen Financial Software retweeted
Thank you @elensoftware - we've been big supporters of yours since the launch. We especially love how Elen was created by advisers, for advisers 🌟
Simple and intuitive to use 👏
#VerveIsLive
Elen Financial Software retweeted
Exciting vibes here at Verve HQ as it's #VerveIsLive day! 🎉
Who's tuning it at 4pm?!
If you're not yet registered you can do so here: lounge.digileaders.com/e/we-…
90%Me - I can't wait!
10%I'll be catching up later
0%I need to register!
10 votes • Final results Elen Financial Software retweeted
One. Week. To. Go. 🎙️🥳🥂🙌 #VerveAreLive
@ApricityComply @SecclTech @FintegrateUK @VisibleCapital @elensoftware @AdviserCloud @IntellifloLtd @Digi_Wealth
Join us on here: bit.ly/3go3QSo
#Fintech #Technology #FinancialServices
Elen Financial Software retweeted
Who’s fed up with existing clunky overpriced adviser/planner CRM/back office systems. Looking for a new disrupter to the UK market with a modern elegant planner CRM system? #advisertech #crm #techstack Please RT and share!
84%Hell yeh!
8%Nope
8%What’s a CRM...
49 votes • Final results