Ian McKenna, Author at Adviser Software

Have 7IM just delivered the best financial planning software user experience ever?

Posted by Ian McKenna | Feb 12, 2021 | Cash Flow Modelling, Insights, Platforms, Retirement Planners, System Review |

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

Posted by Ian McKenna | Nov 4, 2020 | Client Portals, Events, Insights, Integrations, intelliflo, Intelliflo Connect, Mortgage Practice Management Systems, Open Banking, Personal Financial Management, System Review, Wealth Practice Management Systems |

Intelliflo’s move into Open Banking

Posted by Ian McKenna | Sep 23, 2020 | Insights, intelliflo, Mortgage Practice Management Systems, Open Banking, System Review, Wealth Practice Management Systems |

Future of Fintech – global livestream event from CB Insights

Posted 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...

Adviser Practice Management Systems – who’s who, old and new

Posted by Ian McKenna | Aug 11, 2020 | Investment, Mortgage Practice Management Systems, Wealth Practice Management Systems |

A practice management system, used effectively, should be the core operating system for a modern...

Author: Ian McKenna

Have 7IM just delivered the best financial planning software user experience ever?

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

Intelliflo’s move into Open Banking

Future of Fintech – global livestream event from CB Insights

Adviser Practice Management Systems – who’s who, old and new

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