Author: Adam Flowers

How do you rate the technology you use, and does it enhance your client relationships?

Posted by Adam Flowers | Mar 4, 2022 | Weekly Roundups |

We started the week on AdviserSoftware.com with a look back at Part 2 of our January AdviceTech...

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Adviser Tech Ratings

Posted by Adam Flowers | Mar 4, 2022 | Adviser Tech Ratings

Adviser Tech RatingsHave Your Say! These surveys are intended for those working for adviser firms...

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EATT 2020 Keynote: Ian McKenna – How financial planning will evolve from an art to a science

Posted by Adam Flowers | Mar 3, 2022 | EATT Conference, EATT2020 Conference Sessions, Empowering Advice Through Technology 2020, Events

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EATT 2020 Plenary Session 1: Practice Management Systems & Platforms – How they interact

Posted by Adam Flowers | Mar 3, 2022 | EATT Conference, EATT2020 Conference Sessions, Empowering Advice Through Technology 2020, Events

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EATT 2020 Plenary Session 2: Client Portals, Open Banking & Pensions Dashboards – Building stronger client relationships

Posted by Adam Flowers | Mar 3, 2022 | EATT Conference, EATT2020 Conference Sessions, Empowering Advice Through Technology 2020, Events

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