How many software systems does it take to service your clien... Posted by Adam Flowers | Sep 14, 2020 | Practice Management System, System Review |
My Experiences using FE fundinfo – FE Analytics Posted by Adam Flowers | Aug 5, 2020 | Portfolio Analysis, Portfolio Modelling, Research System, System Review |
My experiences using Intelliflo – Intelligent Office Posted by Adam Flowers | Jul 22, 2020 | Practice Management System, System Review |
Views from T3 2020: Morningstar Advisor Workstation 3.0 Posted by Ian McKenna | Feb 27, 2020 | T3 Enterprise Conference |
Regulation: Why is secure communication essential? Posted by Robert Quartey | Jan 28, 2020 | Cyber Security, Email Encryption |
Empowering Advice Through Technology (#EATT2020) – Highlights by Samantha Smith | Apr 22, 2020 | Empowering Advice Through Technology 2020 |
Advisorstream – “Driving growth through client engagement” by Samantha Smith | Feb 25, 2020 | Empowering Advice Through Technology 2020 |
Wealthify – “Digital Wealth Management System” by Robert Quartey | Feb 21, 2020 | Empowering Advice Through Technology 2020 |
Praemium – “WealthCraft – Praemium’s digital engagement platform” by Robert Quartey | Feb 21, 2020 | Empowering Advice Through Technology 2020 |
Origo/Beyond Encryption – “Unipass Mailock” by Samantha Smith | Feb 21, 2020 | Cyber Security, Email Encryption, Empowering Advice Through Technology 2020 |
In|Vest West 2019: Financial Advice – An Industry approaching a tipping point by Ian McKenna | Dec 10, 2019 | In | Vest |
Betterment – Trends & Insights from an online money manager by Adam Higgs | Dec 9, 2019 | In | Vest |
Capacity – How Artificial Intelligence is changing client communication by Adam Higgs | Dec 6, 2019 | In | Vest |
Timeline – Evidence-based and data driven withdrawal strategies by Adam Higgs | Dec 6, 2019 | Cash Flow Modelling, In | Vest |
Views from T3 2020: Morningstar Advisor Workstation 3.0 by Ian McKenna | Feb 27, 2020 | T3 Enterprise Conference |
Views from T3 Enterprise Conference 2019: Advicent by Ian McKenna | Nov 7, 2019 | T3 Enterprise Conference |
Views from T3 Enterprise Conference 2019: Morningstar by Ian McKenna | Nov 6, 2019 | T3 Enterprise Conference |
Views from Finovate Fall: MX by Ian McKenna | Sep 30, 2019 | Finovate, Personal Financial Management |
Views from Finovate Fall: InterGen Data by Ian McKenna | Sep 30, 2019 | Finovate, Personal Financial Management
In | Vest West 2018: FIDATO WEALTH AND FACET WEALTH – A CASE STUDY IN MIGRATING CLIENTS’ WHO NO LONGER FIT THE PROFILE OF A FIDUCIARY FIRM by Ian McKenna | Dec 7, 2018 | Finovate |
CTG2019: Change the Game conference 2019 – Highlights by Robert Quartey | Jul 25, 2019 | Change the Game |
What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market by Ian McKenna | Jun 18, 2019 | Change the Game, Practice Management System, System Review |
