Adviser Software
  • Discover New Tech
    • AI Tools & Services
    • Wealth Systems
    • Mortgage Systems
    • Protection Systems
    • Ecosystem
  • Rate Your Systems
    • Adviser Tech Survey
    • Mortgage & Protection Survey
  • Events
    • Join Our Next Forum
    • Previous Forums
    • CDA Tech Forum
    • AI in Financial Advice
    • Empowering Advice Through Technology
    • External Conferences
  • Our Views
  • Directory
  • Careers

Select Page

Integrations and the Client Journey: Highlights from the February AdviceTech Forum Part 3

Posted by Emma Iskowitz | Apr 20, 2021 | AdviceTech Forum, Events, Integrations, Investment Forum | 0 |

Integrations and the Client Journey: Highlights from the February AdviceTech Forum Part 3

Share:

Rate:

PreviousAPIs and Integration Hubs: Highlights from the February AdviceTech Forum Part 2
NextBringing Cashflow Modelling to the Masses: March AdviceTech Forum Part 1

About The Author

Emma Iskowitz

Emma Iskowitz

Originally from New Jersey, Emma previously worked as a writer, researcher, content creator and podcast producer for fintech consulting firm Ezra Group LLC. Emma graduated from London Contemporary Dance School in July 2020, and alongside her work at FTRC she is also pursuing a career in contemporary dance.

Related Posts

EATT 2019 Plenary Session 1: Building a single version of the truth – the role of the practice management system

EATT 2019 Plenary Session 1: Building a single version of the truth – the role of the practice management system

3rd March 2022

EATT22 Demo – Advice Objects

EATT22 Demo – Advice Objects

16th June 2022

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock

18th June 2019

Advise AI Innovators Fireside Chat

Advise AI Innovators Fireside Chat

4th November 2024

User Details

Login or Register

Adviser Tech & AI – Monthly Guide

EATT Conferences

Technology Research Studies

Discover New Tech

Destination Retirement

Join Next Our Forum

External Conference Insights

An  website

The Financial Technology Research Centre Limited trading as Financial Technology Research Centre.

Registered office: 14 Halifax Court, Fernwood Business Park, Balderton, Newark NG24 3JP

Registered in England No. 02484495

Designed by Elegant Themes | Powered by WordPress

  • Meet The Team
  • Privacy Notice
  • Terms & Conditions
  • Timeline
  • Contact Us
We use cookies to track usage of our website using Google Analytics. Click here to opt-out.