Peter Jakubik’s Post

Stay on top of your finances with the Agent Portal! Our platform allows you to easily track your income and expenses in real-time, giving you accurate insights into your financials. No more manually tracking your finances - with DATZ RMS's Agent Portal, you can stay ahead of the game and make sure your business is in the best financial health possible! 🛑 Book a demo and let us show you how: https://lnkd.in/gnKgacU #MoneyManagement #RealTimeTracking #AgentPortal #DATZRMS #trasnform #business #realtorsoftware #brokerage

Stay on top of your finances with the Agent Portal! Our platform allows you to easily track your income and expenses in real-time, giving you accurate insights into your financials. No more manually tracking your finances - with DATZ RMS's Agent Portal, you can stay ahead of the game and make sure your business is in the best financial health possible! 🛑 Book a demo and let us show you how: https://lnkd.in/dQ3yymvF #MoneyManagement #RealTimeTracking #AgentPortal #DATZRMS #trasnform #business #realtorsoftware #brokerage

In the fifth course of eMoney 101, our CEO Greg Furer reviews the three basic reports: the Cash Flow Report, the Ledger Report, and the Income Tax Report. We have an entire course in our masterclass on reports, but we believe you have to understand these three building blocks to build our plans and understand how the software works. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://bit.ly/3S7O3cR #eMoneytipoftheweek #fintech #financialplanning #emoney #beratung #beratungadvisors #clientportal Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

On Friday, October 27th at 1pm EST, BondCliQ will be hosting a virtual learning session with Cheryl Bozich, CFA, CPA and Paul Faust to highlight the following: - Credit market data sets that are readily available via BondCliQ - Customizable data software solutions that support key syndicate functions - Primary market metrics that improve syndicate desk capabilities By accessing credit market data via BondCliQ software, syndicate professionals can create the specific data tables and visuals they need to answer critical and complex questions. Join us for the session by signing up here: https://lnkd.in/gqCWGZCY #learningsession #webinar #creditmarkets #bondtrading #bonds #corporatebonds #data #research #software #solutions #markets #syndicatedesk

In the fifth course of eMoney 101, our CEO Greg Furer reviews the three basic reports: the Cash Flow Report, the Ledger Report, and the Income Tax Report. We have an entire course in our masterclass on reports, but we believe you have to understand these three building blocks to build our plans and understand how the software works. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://bit.ly/3S7O3cR #eMoneytipoftheweek #fintech #financialplanning #emoney #beratung #beratungadvisors #clientportal Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

In the fifth course of eMoney 101, our CEO Greg Furer reviews the three basic reports: the Cash Flow Report, the Ledger Report, and the Income Tax Report. We have an entire course in our masterclass on reports, but we believe you have to understand these three building blocks to build our plans and understand how the software works. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://bit.ly/3S7O3cR #eMoneytipoftheweek #fintech #financialplanning #emoney #beratung #beratungadvisors #clientportal Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

In the fifth course of eMoney 101, our CEO Greg Furer reviews the three basic reports: the Cash Flow Report, the Ledger Report, and the Income Tax Report. We have an entire course in our masterclass on reports, but we believe you have to understand these three building blocks to build our plans and understand how the software works. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://bit.ly/3S7O3cR #eMoneytipoftheweek #fintech #financialplanning #emoney #beratung #beratungadvisors #clientportal Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

In the fifth course of eMoney 101, our CEO Greg Furer reviews the three basic reports: the Cash Flow Report, the Ledger Report, and the Income Tax Report. We have an entire course in our masterclass on reports, but we believe you have to understand these three building blocks to build our plans and understand how the software works. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://bit.ly/3S7O3cR #eMoneytipoftheweek #fintech #financialplanning #emoney #beratung #beratungadvisors #clientportal Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

🚀 Do you want to know how JustFA has helped transform Financial Advice businesses just like yours? We invite you to join our Business Development Manager, John Driscoll for a 15 minute presentation of JustFA - the platform revolutionising digital financial advice. 🗓️ Thursday 29th June 2023 ⏰ 1.00pm Simply click the link below to register for the demo and we'll be in touch with further details. We hope to see you there! 👋 https://lnkd.in/eZ-NXcbU #JustFA #MoreThanAPlatform #WealthTech #FinancialAdvisers #FinancialAdvice #DigitalAdvice Taras Rybak Debbie Dry