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
- Tweets345
- Following2.2K
- Followers565
- Likes127
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
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 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
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
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?
0%Client portal
100%Tasks and Workflows
0%Income reconciliation
0%Other - Reply below
3 votes • Final resultsWith 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
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
"Faceless corporations making junk won't change".
Don't we know it?!
#UseItOrLoseIt
xitter.cf/TornadoNate/status/156…
Morning Twitter! How will your tech ecosystem make you feel today?
#KeepItSimple
#AChangeIsAsGoodAsARest
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 elen.co #keepitsimple #productivity #financialplanning
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
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 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…
A perfect opportunity for users to review their whole ecosystem.
Go to elen.co to start a trial or contact us if you would like a demo.
#TakeControl
xitter.cf/ProfParaplanner/status…
@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…
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
25%AJ Bell
12%Nucleus
25%Quilter
38%Other - Reply below
8 votes • Final resultsTake a peek at our next release: our integration with @MorningstarWPUK If you manage your clients on Morningstar 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.
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