How the OPAL Planning tool helps achieve client goals Posted by Adam Flowers | Apr 28, 2021 | Cash Flow Modelling, Portfolio Analysis, Portfolio Rebalancing, Retirement Planning Tool, Risk Profiling, System Review |
The end-to-end platform aiming to help advisers recommend, p... Posted by Adam Flowers | Mar 19, 2021 | Client Portals, Platforms, Practice Management System |
Have 7IM just delivered the best financial planning software... Posted by Ian McKenna | Feb 12, 2021 | Cash Flow Modelling, Platforms, Retirement Planning Tool |
Are there better virtual meeting solutions than Teams and Zo... Posted by Adam Flowers | Dec 10, 2020 | Virtual Meetings |
Intelliflo Personal Finance Portal: Empowering clients with around the clock access to their finances
APIs and Integration Hubs: Highlights from the February Investment Forum Part 2 by Emma Iskowitz | Apr 20, 2021 | February 2021, Investment Forum |
How Do We Get Systems to Talk to Each Other? Highlights from the February Investment Forum Part 1 by Emma Iskowitz | Apr 20, 2021 | February 2021, Investment Forum |
Planning for the Future: Highlights from the January Investment Forum Part 2 by Emma Iskowitz | Mar 4, 2021 | Events, Investment Forum, January 2021, Risk Profiling |
Supporting Clients with Risk Profiling: Highlights from the January Investment Forum Part 1 by Emma Iskowitz | Mar 3, 2021 | Events, Investment Forum, January 2021, Risk Profiling |
Empowering Advice Through Technology (#EATT2020) – Highlights by Samantha Smith | Apr 22, 2020 | Empowering Advice Through Technology 2020, Events |
Advisorstream – “Driving growth through client engagement” by Samantha Smith | Feb 25, 2020 | Empowering Advice Through Technology 2020, Events |
Wealthify – “Digital Wealth Management System” by Robert Quartey | Feb 21, 2020 | Empowering Advice Through Technology 2020, Events |
Praemium – “WealthCraft – Praemium’s digital engagement platform” by Robert Quartey | Feb 21, 2020 | Empowering Advice Through Technology 2020, Events |
Origo/Beyond Encryption – “Unipass Mailock” by Samantha Smith | Feb 21, 2020 | Cyber Security, Email Encryption, Empowering Advice Through Technology 2020, Events |
In|Vest West 2019: Financial Advice – An Industry approaching a tipping point by Ian McKenna | Dec 10, 2019 | Events, In | Vest |
Betterment – Trends & Insights from an online money manager by Adam Higgs | Dec 9, 2019 | Events, In | Vest |
Capacity – How Artificial Intelligence is changing client communication by Adam Higgs | Dec 6, 2019 | Events, In | Vest |
Timeline – Evidence-based and data driven withdrawal strategies by Adam Higgs | Dec 6, 2019 | Cash Flow Modelling, Events, In | Vest |
Views from T3 2020: Morningstar Advisor Workstation 3.0 by Ian McKenna | Feb 27, 2020 | Events, T3 Enterprise Conference |
Views from T3 Enterprise Conference 2019: Advicent by Ian McKenna | Nov 7, 2019 | Events, T3 Enterprise Conference |
Views from T3 Enterprise Conference 2019: Morningstar by Ian McKenna | Nov 6, 2019 | Events, T3 Enterprise Conference |
Views from Finovate Fall: MX by Ian McKenna | Sep 30, 2019 | Events, Finovate, Personal Financial Management |
Views from Finovate Fall: InterGen Data by Ian McKenna | Sep 30, 2019 | Events, 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 | Events, Finovate |
Finovate Fall 2016: MX by Ian McKenna | Sep 8, 2016 | Events, Finovate, Personal Financial Management |
Finovate Fall 2014: MX by Ian McKenna | Sep 23, 2014 | Events, Finovate, Personal Financial Management |
Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020 by Ian McKenna | Nov 4, 2020 | Change the Game, Client Portals, Events, Integrations, intelliflo, Open Banking, Personal Financial Management, Practice Management System |
CTG2019: Change the Game conference 2019 – Highlights by Robert Quartey | Jul 25, 2019 | Change the Game, Events |
What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market by Ian McKenna | Jun 18, 2019 | Change the Game, Events, intelliflo, Practice Management System, System Review |
ECOSYSTEMS – PORTFOLIO ANALYSIS Posted by Adam Flowers | Feb 5, 2021 | Ecosystems, Portfolio Analysis |
ECOSYSTEMS – PORTFOLIO REBALANCING Posted by Adam Flowers | Feb 5, 2021 | Ecosystems, Portfolio Rebalancing |
ECOSYSTEMS – CASHFLOW MODELLING Posted by Adam Flowers | Feb 2, 2021 | Cash Flow Modelling, Ecosystems |
ECOSYSTEMS – PROTECTION RESEARCH SYSTEMS Posted by Adam Flowers | Jan 20, 2021 | Ecosystems, Research System |
ECOSYSTEMS – QUOTATION PORTALS Posted by Adam Flowers | Jan 20, 2021 | Ecosystems, Quotation Portal |
ECOSYSTEMS – EQUITY RELEASE SYSTEMS Posted by Adam Flowers | Jan 20, 2021 | Ecosystems, Equity Release |
ECOSYSTEMS – MORTGAGE SOURCING SYSTEMS Posted by Adam Flowers | Jan 20, 2021 | Ecosystems, Mortgage Sourcing System |
ECOSYSTEMS – MORTGAGE PRACTICE MANAGEMENT SYSTEMS Posted by Adam Flowers | Jan 19, 2021 | Ecosystems |
ECOSYSTEMS – SWITCHING ANALYSIS SYSTEM Posted by Adam Flowers | Oct 23, 2020 | Ecosystems, Switching Analysis |
