PECOMP @PECOMP2

Joined January 2019

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PECOMP @PECOMP2

7 years ago

Just setting up my Twitter. #myfirstTweet

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Warren Kramer @KramerWarren44

158 Followers 285 Following

The Fintech Paper @thefintechpaper

1K Followers 3K Following Your daily source of news and trends about #FinTech, #Finance, #RiskManagement, and #Cryptocurrency.

The SEI Knowledge Partnership is an ongoing source of actionable business intelligence and guidance for SEI’s investment managers worldwide.

KnowledgePartnership @SEI_KP

824 Followers 783 Following The SEI Knowledge Partnership is an ongoing source of actionable business intelligence and guidance for SEI’s investment managers worldwide.

Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.

Advisor360° @Advisor360

272 Followers 202 Following Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.

State Street Investme... @StateStreetIM

109K Followers 407 Following Insights and market perspectives from the fourth largest asset manager in the world. Official account.

ThinkAdvisor @ThinkAdvisor

44K Followers 1K Following Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.

Leading global provider of mission-critical, cloud-based software & solutions for the financial & healthcare industries. #SSNC

SS&C Technologies @SSCTechnologies

5K Followers 4 Following Leading global provider of mission-critical, cloud-based software & solutions for the financial & healthcare industries. #SSNC

News and updates on SS&C Advent, the leader in portfolio management, accounting systems, straight through processing, and trade order management #software

SS&C Advent @SSCAdvent

3K Followers 3 Following News and updates on SS&C Advent, the leader in portfolio management, accounting systems, straight through processing, and trade order management #software

Morningstar, Inc. @MorningstarInc

233K Followers 690 Following We are a leading provider of independent investment research. Our mission is to empower investor success.

Maximize marketing ROI and advisor productivity with data-driven marketing solutions that support your business building strategies. #NavigatingToNext

Broadridge Advisor So... @BroadridgeAS

471 Followers 584 Following Maximize marketing ROI and advisor productivity with data-driven marketing solutions that support your business building strategies. #NavigatingToNext

Blake @blake842

189 Followers 425 Following someone who likes adventures, exploring, problems, learning, traveling and plain old good times.

A global technology leader with the trusted expertise and transformative technology to help our clients and the industry operate, innovate, and grow.

Broadridge @Broadridge

6K Followers 1K Following A global technology leader with the trusted expertise and transformative technology to help our clients and the industry operate, innovate, and grow.

A leading provider of integrated, web-based portfolio management platform for independent advisors and wealth managers.
Disclosure: https://t.co/e47Vg9DQeg

Envestnet | Tamarac @ENVTamarac

2K Followers 635 Following A leading provider of integrated, web-based portfolio management platform for independent advisors and wealth managers. Disclosure: https://t.co/e47Vg9DQeg

Bloomberg @Bloomberg

841K Followers 46 Following Connecting decision makers to a dynamic network of information, people and ideas.

The least trusted name in financial news.
Email: tips@dealbreaker.com
IG: https://t.co/mM4Jkisk7d

dealbreaker @dealbreaker

39K Followers 209 Following The least trusted name in financial news. Email: [email protected] IG: https://t.co/mM4Jkisk7d

https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.

WealthManagement.com @wealth_mgmt

59K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.

Fidelity offers institutional investors - retirement plan sponsors, endowments and foundations - access to investment strategies, solutions & insights.

Fidelity for Institut... @FidelityforIIs

4K Followers 327 Following Fidelity offers institutional investors - retirement plan sponsors, endowments and foundations - access to investment strategies, solutions & insights.

InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.

InvestmentNews @investmentnews

86K Followers 1K Following InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.

Now part of InvestCloud Inc., the world’s leading SaaS-based global wealth solutions provider. Follow @InvestCloud to stay up to date.

NaviPlan by InvestClo... @NaviPlan

3K Followers 2K Following Now part of InvestCloud Inc., the world’s leading SaaS-based global wealth solutions provider. Follow @InvestCloud to stay up to date.

Global asset manager. Technology provider. Helping more and more people experience financial well-being. Disclosures: https://t.co/kFpM6EpA5V

BlackRock @BlackRock

1.0M Followers 810 Following Global asset manager. Technology provider. Helping more and more people experience financial well-being. Disclosures: https://t.co/kFpM6EpA5V

Yodlee is the leading data aggregation and analytics platform for financial service providers and has been for more than 25 years.

Yodlee @Yodlee

11K Followers 7K Following Yodlee is the leading data aggregation and analytics platform for financial service providers and has been for more than 25 years.

Wheelhouse builds industry specific technology to help clients in the business of financial products distribution.

Wheelhouse Analytics @WHanalytics

111 Followers 47 Following Wheelhouse builds industry specific technology to help clients in the business of financial products distribution.

Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types.
FolioDynamix is now Envestnet.

Envestnet @FolioDx

577 Followers 170 Following Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types. FolioDynamix is now Envestnet.

Ignites @Ignites

6K Followers 371 Following Ignites is the preeminent source for news about the mutual fund industry.

SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.

SigFig @SigFigInsider

4K Followers 166 Following SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.

one single platform for financial advisors to streamline investment management and elevate client service #RunOranjDotCom🍊

ORANJ @runoranjdotcom

4K Followers 792 Following one single platform for financial advisors to streamline investment management and elevate client service #RunOranjDotCom🍊

Jemstep helps banks deliver a modern digital investing experience for advisors and clients. For disclosures, visit https://t.co/W0SssNoE1h

Jemstep by Invesco @Jemstep

2K Followers 1K Following Jemstep helps banks deliver a modern digital investing experience for advisors and clients. For disclosures, visit https://t.co/W0SssNoE1h

Digital wealth management.
Free personal finance tools.

User support at Support@PersonalCapital.com

Personal Capital @PersonalCapital

19K Followers 248 Following Digital wealth management. Free personal finance tools. User support at [email protected]

Acorns @acorns

74K Followers 90 Following 🌱Grow Your Oak with Acorns and Acorns Early 🌳 Terms: https://t.co/sCmiLkXStj https://t.co/z1Oj9uU5Fn

Wealthfront @Wealthfront

38K Followers 2K Following Save and invest for what’s next. 💸 https://t.co/KnnzJL9PpN

Grow your money with easy automated investing and goal-based saving. Put your money to work. Questions? Follow @BettermentHelp

Betterment @Betterment

37K Followers 2K Following Grow your money with easy automated investing and goal-based saving. Put your money to work. Questions? Follow @BettermentHelp

We're the #1 AI CRM—where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform. Tweet @AskSalesforce for help

Salesforce @salesforce

585K Followers 131K Following We're the #1 AI CRM—where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform. Tweet @AskSalesforce for help

Plaid @Plaid

34K Followers 483 Following Unlock financial freedom for everyone.

Quovo @quovo

2K Followers 2K Following Quovo was a data platform that provides connectivity to financial accounts and is now a part of @Plaid.

danny 🔨 @hamerthoughts

302 Followers 709 Following fintech/wealthtech • chicago sports • cumbia • pictures of dumpsters • breakfast recipes • @butleru • views my own (hi work)

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

Addepar @Addepar

6K Followers 249 Following Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

KnowledgePartnership @SEI_KP

824 Followers 783 Following The SEI Knowledge Partnership is an ongoing source of actionable business intelligence and guidance for SEI’s investment managers worldwide.

Powering independent financial advisors with solutions that help them deliver better investor outcomes and grow their practices.

AssetMark @AssetMark

2K Followers 411 Following Powering independent financial advisors with solutions that help them deliver better investor outcomes and grow their practices.

Vestmark @Vestmark

747 Followers 742 Following For over 20 years, our portfolio technology, tax-aware investing, & advisor tools have helped firms grow and thrive.

eMoney Advisor @eMoneyAdvisor

14K Followers 6K Following eMoney is the leading provider of technology solutions and services that help people talk about money.

Envestnet @Envestnet_

4K Followers 619 Following A Better Way to Manage Wealth. Privacy statement: https://t.co/ylAAZ7QoTx. Social media disclosure: https://t.co/79xJvwWlye.

Advizr @Advizr_Inc

1K Followers 633 Following Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Sign up now for access to Advizr: https://t.co/HHeRXHr64p

Built by an RIA for RIAs, TradePMR works with growth-minded independent RIAs, providing custodial services and innovative technology tools.
Member FINRA/SIPC

TradePMR @TradePMR

16K Followers 1K Following Built by an RIA for RIAs, TradePMR works with growth-minded independent RIAs, providing custodial services and innovative technology tools. Member FINRA/SIPC

The growth platform for wealth management firms. Makers of Riskalyze. Helping financial advisors empower the world to invest fearlessly since 2011.

Nitrogen @NitrogenWealth

9K Followers 327 Following The growth platform for wealth management firms. Makers of Riskalyze. Helping financial advisors empower the world to invest fearlessly since 2011.

Leading financial planning software provider to empower and engage clients. Social media disclosure: https://t.co/JmNCLYN0mo

Envestnet | MoneyGuid... @MoneyGuidePro

6K Followers 216 Following Leading financial planning software provider to empower and engage clients. Social media disclosure: https://t.co/JmNCLYN0mo

Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail

Redtail Technology @RedtailCRM

6K Followers 970 Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail

Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZ

Orion WealthTech @orionwealthtech

8K Followers 2K Following Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZ

Important Disclosures: https://t.co/mLWZxkC5BG Note: I do not use WhatsApp. Anyone claiming to be me on that app is an impersonator.

Dave Sekera, Mornings... @MstarMarkets

58K Followers 152 Following Important Disclosures: https://t.co/mLWZxkC5BG Note: I do not use WhatsApp. Anyone claiming to be me on that app is an impersonator.

CircleBlack @CircleBlackInc

590 Followers 371 Following Save time. Delight clients. Win business. The all-in-one platform for the relationship-focused financial advisor

Junxure @JunxureCRM

2K Followers 871 Following Junxure is the leading CRM solution for financial advisors to grow, manage and enhance their advisory businesses.

Wealth management technology to power growth: AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business.

AdvisorEngine @AdvisorEngine

2K Followers 749 Following Wealth management technology to power growth: AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business.

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