Author: Ian McKenna

A week in Adviser Technology looking at systems old and new

Posted by Ian McKenna | Jul 23, 2021 | Weekly Roundups |

Thanks for joining me for the second of my weekly round ups of the things people need to know in...

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Ian McKenna’s “Advice Tech Highlights”

Posted by Ian McKenna | Jul 16, 2021 | Weekly Roundups |

Welcome to the first of my regular weekly blogs about the new content and analysis available from...

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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 |

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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 |

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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 |

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