Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
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Posted by Ian McKenna | Nov 4, 2020 | Change the Game, Client Portal, Integrations, Open Banking, Personal Financial Management, Practice Management System |
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
Read MorePosted by Ian McKenna | Sep 23, 2020 | Open Banking, Practice Management System |
“Intelliflo’s move into Open Banking represents a step forward in the way that people are able to...
Read MorePosted by Ian McKenna | Sep 16, 2020 | Events |
Future of FinTech: November 16-18, 2020 Global Livestream Experience Its all change for 2020, where CB Insights are holding a fully virtual event on the “Future of Fintech”. The conference will take place over three...
Read MorePosted by Ian McKenna | Aug 11, 2020 | Investment, Practice Management System |
A practice management system, used effectively, should be the core operating system for a modern...
Read MorePosted by Ian McKenna | Jul 30, 2020 | Cash Flow Modelling, Financial Planning, Investment |
When selecting any software for an adviser business it is essential to have a clear understanding...
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