While we all melted in the heat AdviserSoftware.com had another week full of information for advisers on new technology that can help you run your businesses more efficiently and profitably while improving customer service.
From AI-driven efficiency to client portals, Futureform’s CRM innovation and major event discounts, last week’s articles covered a lot of ground. If you’re focused on operational excellence, adviser efficiency, or making smart software decisions, this week’s content will give you plenty of angles to explore. We’ve also included a valuable discount link for Futureproof 2025 – a standout event for anyone in wealth and fintech.
Monday: Futureproof 2025 – Major Discounts via Our Links
Futureproof 2025- World’s largest wealth event
It is hard for me to stress how valuable I find attending Futureproof. It is a combined wealth, WealthTech, social science and music festival taking place on Huntington Beach in California, yes on the beach. It returns September – and thanks to our partnership with the organisers you can book with a 20% discount for advisers or 10% for vendors. An unmissable gathering for advisers exploring the future of wealth, tech, and investment. If you want to join me at one of the worlds more informative conferences, be sure to book quickly and please let me know of you are coming along. If enough Brits attend, I will try to set up some special events for us.
Client Portals: FinCalc
Client Portals: FinCalc
Free for all users of the FinCalc system, their client portal offers secure messaging, document sharing and live fact-find updates. The service does currently lack PFM tools but is ideal for advisers focused on clean communication.
CRM Built on Salesforce: Futureform
Wealth Practice Management Systems Supplier/Software: Futureform
Futureform offers a fully adviser-tailored Salesforce implementation with a rich set of workflows and embedded AI functionality. Particularly powerful for larger or scaling firms. Some of our recent research has highlighted major benefits for advisers building their tech stack on Salesforce, look out for more detail on that this week, in the meantime I would urge you to read over the summary of Futureform.
FinCalc Cashflow Modeller
Financial Planning, Cash Flow Modelling Retirement Planners Supplier / Software: FinCalc
We revisit FinCalc – this time their cashflow and retirement tools. I am seeing a growing number of advisers switching to this system which includes DB transfer support and strong IHT planning. A solid mid-tier solution for firms focused on planning accuracy.
AI Workflow Automation: Paradino
Artificial Intelligence – AI Tools & Services – Paradino
With Athena as its AI assistant, Paradino turns meeting recordings into branded summaries, builds paraplanning requests, and checks compliance. Is this something that could act as your digital associate adviser?
Portfolio & Risk Tools: Collidr
Portfolio Analysis Supplier / Software: Collidr
Collidr provides real-time performance analysis, stress testing and interactive reports designed to elevate adviser-client conversations. Stronger on rationalising asset decisions than ESG.
AI-Powered Integration: Avenir
Artificial Intelligence – AI Tools & Services – Avenir
With strong CRM integration and workflow automation, Avenir is especially suited to paraplanners and support teams needing repeatable, accurate AI output.
Real Client Risks, Real Product Detail – Last Week on Protection Guru
Last week’s articles offered a mix of practical protection insight and CPD-focused education. From cervical cancer and coronary angioplasty to protection for the dual sensory loss of deafblindness, and the value of index-linked cover, we explored the clinical realities clients face and the product features that advisers need to understand.
If you’re working in the mortgage market or helping clients navigate the emotional and financial impact of cancer, there’s especially valuable guidance here for you. As always, our focus is on helping you deliver better protection recommendations, supported by good quality data and clear comparisons.
Monday: Cervical Cancer – Awareness and Coverage
Exploring Cervical Cancer: Prevention, Diagnosis, Treatment, and Critical Illness Coverage
This article, published during Cervical Screening Awareness Week, walks through how cervical cancer develops, the importance of early detection and how Critical Illness (CI) plans treat both invasive cancer and carcinoma in situ. Vital reading if you’re discussing female-specific cancers with clients.
Tuesday: Coronary Angioplasty in CI Cover
Coronary Angioplasty in Critical Illness Cover: A Guide for Advisers
A detailed breakdown of angioplasty cover and how definitions differ. This one’s essential CPD for any adviser working with older clients or those at higher cardiovascular risk.
Also Tuesday: The True Cost of Index-Linked Cover
How will a client’s premium be affected by index-linked benefit increases?
With inflation remaining high, this article explains exactly how premiums are calculated when increasing cover is selected and compares approaches from across the market. If you’re recommending indexation, don’t miss this one.
Wednesday: Bringing Clarity to CI Recommendations
How to bring certainty and clarity to every Critical Illness recommendation
In this analysis we revisit Protection Guru Pro’s core functionality and how it supports advisers in making confident CI recommendations – including how you can register for your choice of six upcoming webinars on how you can improve consumer outcomes, meet your Consumer Duty obligations and increase your income.
Also Wednesday: Growing Protection in the Mortgage Market – Part Two
Growing Protection Advice in the Mortgage Market- June Forum Recap Part Two
The second half of our June Forum recap continues the conversation on embedding protection in mortgage advice. If you missed it, be sure to read Part One first, published the previous week: Growing Protection Advice in the Mortgage Market – June Forum Recap Part 1.
Thursday: Reframe Cancer and Early Intervention
Banishing the fear – Reframe Cancer on the importance of catching cancer early
A timely reminder of the importance of screening and support, we are delighted to welcome our first contribution from Reframe Cancer. This explains their services and explains how advisers can help reduce fear and increase awareness among clients.
Also Thursday: Choosing the Right Product Features
How can advisers identify the right products and features for their clients needs?
A great summary of how Protection Guru Pro benchmarks key product features plus a look at how changing demographics are influencing product development. This is especially useful for advisers supporting NHS workers or gig economy clients.
Friday: Protection and Deafblindness
What protection product provides the best cover for deafblindness?
A useful reminder that Income Protection often delivers better outcomes than CI for functional impairments. This article encourages advisers to consider how conditions like deafblindness are experienced in real life.
Also Friday: Added-Value Health Checks
Who offers health checks and how do they differ?
We closed the week by comparing health screening services across insurers. These often-overlooked benefits could add significant value for clients who aren’t regularly engaging with their own health.
I hope you have a wonderful week and look out for an exciting announcement from us in the AdviceTech space this week.
