Author: Adam Wilson

EATT22 Demo – 7IM

Posted by Adam Wilson | Jun 16, 2022 | EATT Conference, EATT2022 Disturbance Demos, Empowering Advice Through Technology 2022

“Investments, technology and service – shaped around you” Synopsis: If delivering an...

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EATT22 Demo – VouchedFor

Posted by Adam Wilson | Jun 15, 2022 | EATT Conference, EATT2022 Disturbance Demos, Empowering Advice Through Technology 2022, Events

“Raising the bar on client experience using client feedback and cross-industry insights.”...

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EATT22 Demo – Intelliflo Office

Posted by Adam Wilson | Jun 15, 2022 | EATT Conference, EATT2022 Disturbance Demos, Empowering Advice Through Technology 2022, Events

“Exceptional Cashflow Modelling” Synopsis: Whether you’re aiming to retain the clients you...

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EATT22 Demo – Intergen Data

Posted by Adam Wilson | Jun 14, 2022 | EATT Conference, EATT2022 Disturbance Demos, Empowering Advice Through Technology 2022, Events

“Digital Advice via Demographics” Synopsis: Financial planning is a long and arduous process that...

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EATT22 Demo – Conquest Planning

Posted by Adam Wilson | Jun 8, 2022 | EATT Conference, EATT2022 Disturbance Demos, Empowering Advice Through Technology 2022, Events

“We are a next-generation, AI-assisted financial advice delivery” Synopsis: Empower planners to...

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