Author: Adam Wilson

5 steps to picking the right system

Posted by Adam Wilson | May 1, 2019 | System Review |

1 STEP 1: pREPARATION IS KEY The first step to finding the...

IRESS CLIENT PORTAL

Posted by Adam Wilson | Apr 11, 2019 | Client Portals, Investment |

Iress have launched a new client portal option as part of their standard “out of the box” Xplan service. This is now included at no additional charge for new Xplan subscribers. Existing users may have to pay additional charges,...

i4C

Posted by Adam Wilson | Mar 14, 2019 | Cash Flow Modelling |

When ideas and business requirements are not fulfilled by technological solutions, businesses...

True Potential: V6 ClientSite

Posted by Adam Wilson | Mar 12, 2019 | Client Portals |

True Potentials ClientSite provides firms with a fully white labelled client platform which is...

Distribution Technology: Dynamic Planner

Posted by Adam Wilson | Mar 11, 2019 | Cash Flow Modelling, Financial Planning, Portfolio Analysis, Portfolio Modelling, Portfolio Rebalancing, Risk Profiling |

The Distribution Technology risk profiling tool is perhaps the most well-known system in the UK....

User Details

Adviser Tech & AI – Monthly Guide

EATT Conferences

Technology Research Studies

Discover New Tech

Destination Retirement

Join Next Our Forum

External Conference Insights

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.