Twenty7tec @twenty7tec
Transforming financial advice through technology. linktr.ee/twenty7tec Bournemouth, England Joined September 2014-
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Nathan Reilly has been nominated for the 'Business Leader: Development & Innovation Advocate' award at the British Mortgage Awards. If you haven’t voted already, click the link and quote Nathan’s email! [email protected] loom.ly/_9VBEiA
Dive into a role filled with variety, innovation, and the chance to work on customised solutions in the mortgage and wealth markets and join us as a Senior Developer! Click the link below to find our more and advance your career with us! loom.ly/b5i-qJo
❗️LAST CALL❗️ This is your final opportunity to sign up for our FINPLAN Home webinar. A great chance to find out about our practice management and CRM solution's latest features and updates. Sign up before 9:30 to join: loom.ly/uoadS-w
Want to find out more about FINPLAN Home? Join our webinar on Monday to find out about the latest features and updates to our practice management and CRM solution. Join here: loom.ly/uoadS-w
With FINPLAN Home, you can build a fact-find that's as unique as your clients, ensuring accurate advice and efficient processes. Plus, gain access to real-time management information and track your financial KPIs with ease. Explore FINPLAN Home today at: loom.ly/uoadS-w
The latest data from our persona report reveals slight rate fluctuations this week! 📊 Some see a slight increase, while others remain steady across select personas. Stay informed with us with our latest report. Read the full report at: loom.ly/Z46Dlqs
🏴🌹 Happy St. George's Day! 🏰✨ Today, let's celebrate the spirit of England and honour the legend of St. George. 🐉🗡️ ! 🎉🏴 #StGeorgesDay #TraditionAndUnity #CelebrateEngland 🌹🏰
"We feel technology has a part to play in helping the market respond to this challenge by providing solutions that ensure a greater degree of efficiency and accuracy." Director, Nathan Reilly in Mortgage Strategy. Find out more at: loom.ly/GeC83ac
“We’re naturally pleased to be rolling this added functionality out to our users at no extra cost and we’re also committed to exploring how we can make further improvements.” - Our Nathan Reilly in the Mortgage Finance Gazette. Read more at: loom.ly/cenB96w
“We’ve been working on this update for some time, as we appreciate that affordability has become an increasingly complex matter and one that has intensified over the last 12-18 months." Nathan Reilly, director at Twenty7tec. Read the full article at: loom.ly/Dhes0cg
We are pleased to announce a new update to our affordability solution in SOURCE, which will give advisers a more efficient way to research lender affordability and retrieve more accurate results for their customers. Read more: loom.ly/iK9DWcA
Don't miss your last chance to join us tomorrow at 11 am for an in-depth webinar on Results, Configuration, and True Cost! Sign up at: loom.ly/FvDM1Zk
On #EarthDay, we partnered with @yulife to remove 30kg of ocean plastic through @bigbluecleanup. Thanks to our team for their donations! Remember, Earth Day isn't just a day—it's a movement. 🌍💙 #PlanetVsPlastic
"Bournemouth-based advice tech business Twenty7tec has announced the launch of FINPLAN Wealth, a web-based practice management and CRM service for financial advisers." Read more in @thisisinsider :loom.ly/IWmpj0o
"Ultimately however, it is about making the time that advisers spend with their clients more effective, helping them put in place the right strategy for them, in order to ensure their retirement is as they would wish it to be." loom.ly/BrithJs
Join us on Wednesday, April 24th for our webinar as we focus on Results, Configuration, and True Cost calculations within the Twenty7tec Velocity platform. Get an in-depth look into how you can utilise these tools to enhance your operations: loom.ly/FvDM1Zk
🌎✨ Happy Earth Day! 🌿💙 . 🌱🌏 Share your sustainable practices and nature-loving moments, and join the global movement for a greener, healthier planet. Together, we can make a difference! 🌼🌿 #EarthDay #ProtectOurPlanet #SustainableLiving #GreenFuture #LoveTheEarth 🌍💚
Final call! Join us for an exclusive preview of FINPLAN Wealth in our upcoming webinar. Secure your spot: loom.ly/FEPotoM
With FINPLAN Wealth, generate comprehensive reports with just a few clicks! Saving you valuable time to focus on what matters most – providing exceptional service to your clients. Book in demo at: loom.ly/fEFkDHY
Ready to discover the next big thing in financial technology? Don't miss our FINPLAN Wealth webinar! Secure your spot at: loom.ly/FEPotoM
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285 Followers 451 Following North Cotswolds Property Professional specialising in country cottages and houses. [email protected]Advice tech provider @twenty7tec has announced a strategic partnership with EV, aimed at bolstering risk suitability capabilities for financial advisers professionalparaplanner.co.uk/twenty7tec-and…
Did you know you can now create automated campaigns for your clients based, on special occasions like birthdays and anniversaries? Watch here: loom.ly/AXTmoIY
I am grateful to be inspired today in particular by all of the women I work with @twenty7tec and within our industry, and on a personal level by the woman who raised me, and the ones whom I am raising. Happy International Women's day to you all!
Big thanks to @LoisVallely from @_moneymarketing for joining us in Bournemouth to learn more about @twenty7tec, as usual our Chief Barketing Officer, Copper stole the show!
This week's rates are on the rise for house buyers across the UK, the latest persona data below shows the best offers from the top ten lenders. 🏠 Read more: loom.ly/JZUE5iE
Happy #LoveYourPetDay! 🐶 Meet our Chief Barking Officer Buster, keeping the team in check one tail wag at a time. Why he loves the office: 🫶 His hooman co-workers 💙 All the head strokes 😋 Fed lots of treats 💤 Power naps 🏢 Gets to take the lift 🍽️ Atrium breakfast…
You will have seen confirmation in the media that Twenty7tec is in the later stages of a process that may see a Private Equity investor acquire a stake in our business. We have commented on the market rumours surrounding this process in order to set the record straight 1/3
Thanks for the coverage @LoisVallely @_moneymarketing moneymarketing.co.uk/news/advice-te…
Twenty7tec planning equity raise to fuel further acquisitions. Read More: loom.ly/A2kwKoE
Twenty7tec has revealed new details about its expansion strategy and plans to make further acquisitions in 2024. @twenty7tec financialreporter.co.uk/twenty7tec-pla…
@Adam_Hosker @twenty7tec you can exclude the income and property details from the fact find or whatever to stop lenders being excluded
Still time to sign up to the @twenty7tec COMMUNICATE "rate watch" demo today at 11am, you dont want to miss this. twenty7tec.com/csjan015-commu…
ISA values peaking later in life than pensions, research from @twenty7tec shows professionaladviser.com/news/4166631/f…
@HayleyOreilly12 @ivor_park_fin It's a pain in my side. I'm 99% sure Halifax doesn't on @twenty7tec, as I recall compliance pulling us for not having a research KFI for them. You are in charge, @ivor_park_fin. Tell us where to meet with our pitchforks.
@HayleyOreilly12 @ivor_park_fin @twenty7tec Those that can, do. Those that cant, compliance.
@Adam_Hosker @HayleyOreilly12 @ivor_park_fin @twenty7tec shows that in reality these arent really research tools, they are merely commoditised data platforms
@Adam_Hosker @HayleyOreilly12 @ivor_park_fin @twenty7tec I'm afraid Adam is correct, some lenders decline to provide sourcing systems with PT products, primarily because of the bespoke nature of the pricing.