Ian McKenna, Author at Adviser Software

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...

Financial Planning Software – things you need to know

Posted 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...

Author: Ian McKenna

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

Financial Planning Software – things you need to know

User Details

Adviser Tech & AI – Monthly Guide

EATT Conferences

Technology Research Studies

Discover New Tech

Destination Retirement

Join Next Our Forum

External Conference Insights