Ian McKenna, Author at Adviser Software

Can Technology Really Understand Emotion? How Advisers Can Benefit Now

Posted by Ian McKenna | Oct 13, 2025 | AI Tools & Services |

Explore how emotion recognition technology is already helping UK financial advisers improve client care.

ChatGPT owner Open AI swoops to buy Financial Planning and Investment App

Posted by Ian McKenna | Oct 8, 2025 | Insights

What you will learn from this article: Why OpenAI’s acquisition of Roi signals a serious...

Ten Adviser Tech Reviews in One Place – AdviserSoftware.com September 2025 Round-Up

Posted by Ian McKenna | Sep 30, 2025 | Weekly Roundups |

Explore September 2025 reviews of top adviser technology tools for financial advice firms—client engagement, compliance, workflow, and more.

Season’s Greetings and Our End-of-Year Message

Posted by Ian McKenna | Sep 24, 2025 | Insights |

As we approach the close of another year, we want to take a moment to thank all our partners, colleagues, clients and friends for your continued support throughout 2025.

Carlyle Backs Intelliflo with $200m – What the Deal Means for Their Customers, AdviceTech and anyone else involved with Financial Advice

Posted by Ian McKenna | Aug 26, 2025 | Adviser Software Systems, intelliflo |

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Author: Ian McKenna

Can Technology Really Understand Emotion? How Advisers Can Benefit Now

ChatGPT owner Open AI swoops to buy Financial Planning and Investment App

Ten Adviser Tech Reviews in One Place – AdviserSoftware.com September 2025 Round-Up

Season’s Greetings and Our End-of-Year Message

Carlyle Backs Intelliflo with $200m – What the Deal Means for Their Customers, AdviceTech and anyone else involved with Financial Advice

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