Category: Client Portal

Views from Finovate Fall: MX

Posted by Ian McKenna | Sep 30, 2019 | Finovate, Personal Financial Management |

While not before time Open Banking is becoming an issue widely discussed in the financial advice...

Read More

Views from Finovate Fall: InterGen Data

Posted by Ian McKenna | Sep 30, 2019 | Finovate, Personal Financial Management

For many years I have been writing about how the convergence of big data, artificial intelligence...

Read More

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal Finance Portal

Posted by Robert Quartey | May 23, 2019 | Client Portal, Empowering Advice Through Technology, Empowering Advice Through Technology 2019 |

Nick Eatock demonstrates how Intelliflo’s Personal Finance Portal (PFP) works and how clients and...

Read More

IRESS CLIENT PORTAL

Posted by Robert Quartey | Apr 11, 2019 | Client Portal, Investment |

Iress have launched a new client portal option as part of their standard “out of the box” Xplan...

Read More

True Potential: V6 ClientSite

Posted by Robert Quartey | Mar 12, 2019 | Client Portal |

True Potentials ClientSite provides firms with a fully white labelled client platform which is...

Read More

1
2
3

Register for updates

Join our mailing list

Recent Posts

Timeline

Timeline

Recent Videos