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

How InvestSuite are using algorithms to make reports clearer

Posted by Adam Flowers | Jun 14, 2021 | Artificial Intelligence, Insights, Investment, Report Generation Software, Smart Systems, System Review | 0 |

How InvestSuite are using algorithms to make reports clearer

Share:

Rate:

PreviousRESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: CIExpert
NextPutting ESG Solutions into Practice: April AdviceTech Forum Part 2

About The Author

mm

Adam Flowers

Adam joined Financial Technology Research Centre ​in April 2020, having previously spent four years ​working as a paraplanner with Willis Towers Watson. Prior to this Adam worked for Succession Group, assisting their advisers in delivering product ​recommendations to clients and Vintage Financial, a medium-sized London based IFA.​ ​Adam leads the development of our AdviserSoftware.com ​website and our monthly Adviser Software Insight report. Outside of work, Adam enjoys spending time with his wife and two children, watching films and follows Manchester United Football Club.

Related Posts

EValue Pension Freedom Planner

EValue Pension Freedom Planner

11th March 2019

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

4th November 2020

Making Better Suitability Reports: June AdviceTech Forum Part 2

Making Better Suitability Reports: June AdviceTech Forum Part 2

11th August 2021

Adviser Practice Management Systems – who’s who, old and new

Adviser Practice Management Systems – who’s who, old and new

11th August 2020

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.