Author: Adam Flowers

Are there better virtual meeting solutions than Teams and Zoom?

Posted by Adam Flowers | Dec 10, 2020 | Insights, System Review, Virtual Meetings |

Equity Release Systems SUPPLIER/SOFTWARE: Advise Wise

Posted by Adam Flowers | Oct 27, 2020 | Advice Tech Hub, Adviser Software Systems

Equity Release Advice Tech Hub Home Advise Wise is free online a sourcing platform that helps firms to find equity release products. Advisers can login for FREE to access our detailed analysis, key functionality and supplier...

ECOSYSTEMS – SWITCHING ANALYSIS SYSTEM

Posted by Adam Flowers | Oct 23, 2020 | Ecosystems, Investment, Switching Analysis |

Software Supplier Defaqto Website www.defaqto.com Software Supplier Dynamic Planner Website...

Using the integration between Intelligent Office & FE Analytics

Posted by Adam Flowers | Sep 14, 2020 | Integrations, Investment, Pension, System Review |

For more detailed analysis please click...

How many software systems does it take to service your clients?

Posted by Adam Flowers | Sep 14, 2020 | Cash Flow Modelling, Financial Planning, Insights, Retirement Planners, System Review, Wealth Practice Management Systems |

Adam Says “PlanHappy is a great alternative to the well-established Practice Management Systems...

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