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Our monthly online Investment Forum brings together visionary wealth advisers with leading...
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Our monthly online Investment Forum brings together visionary wealth advisers with leading...
This is the second post recounting discussion from our November Investment Forum, focusing on the...
Our November Investment Forum focused on Platform to Platform Re-Registration and featured expert...
Our monthly Investment Forum brings together visionary financial advisers with leading product...
Our monthly Investment Forum brings together visionary financial advisers with leading product...
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
This is the last post recapping the great disucssions from our October Investment Forum on Open...
This is the third post recapping the great disucssions from our October Investment Forum on Open...
This is the second post in a series recounting some of the great discussion from our October...
This is the first post in a series recounting some of the great discussion from our October...
Our monthly Investment Forum brings together visionary financial advisers with leading product...
This is the fourth post in our September Investment Forum Highlights series. Our expert...
This is the third post in our September Investment Forum Highlights series. Our expert speakers...
This is the second post detailing discussions from our September Investment Forum all about ESG,...
This is the first post detailing the discussion from our September Investment Forum, which focused...
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...
For over 20 years, AdviserSoftware’s parent company FTRC, have run quarterly Investment Forums...
Highlights and vox pops from the Empowering Advice Through Technology conference (January 2020)
At T3 last week Pete Franco, Morningstar senior product manager for their Advisor Workstation...
About Advisorstream AdvisorStream is an end-to-end, automated marketing platform, delivering...
About Wealthify: Wealthify is an online investment platform offering ISA, GIA and Junior ISA,...
About Praemium: Praemium is a global organisation, head-quartered in Australia, which supports a...
About Unipass Mailock: Unipass Mailock, developed by Origo and Beyond Encryption, aims to...
About Nuance Communications: Nuance Communications deliver solutions which understand, analyse and...
About moneyinfo: moneyinfo (formerly Sammedia) is a privately owned fintech, specialising in...
About iPipeline: iPipeline UK provides business intelligence, e-quote, e-application, policy...
About InterGen Data: InterGen Data is an American firm, founded in 2017, which develops...
About 7IM: 7IM provide investment services to professional wealth managers, planners, advisers and...
About Intelliflo Intelliflo have been providing technology to financial services companies since...
About i4C Born from the frustrations a Bath-based wealth management firm experienced when dealing...
About Focus Solutions: Founded in 1995, Focus Solutions is a financial services software house who...
Of all the different wealth tech conferences I attend globally each year, the July InVest show in...
In recent times the US digital advice market has seen a number of the key players adding banking...
In recent times, chatbots have become increasingly more common place on many websites. At a basic...
It is widely accepted that as a financial adviser the data you collect from clients within a fact...
Building a withdrawal or retirement strategy is fraught with risks. What if the market has a...
When a technology provider can trace its roots right back to the earliest days of financial...
When you have been commenting on the UK adviser technology sector for as long as I have, watching...
While not before time Open Banking is becoming an issue widely discussed in the financial advice...
For many years I have been writing about how the convergence of big data, artificial intelligence...
Change the Game is Intelliflo’s flagship conference and is hosted annually in Manchester and...
What today’s announcements mean from the wider market Intelliflo’s Change the Game...
Highlights and vox pops from the Empowering Advice Through Technology conference (May 2019)
Garry Miller, Head of Operations, Origo & Paul Holland, CEO,Beyond Encryption show how Unipass...
?BEST IN SHOW WINNER: Peter Wyatt, Head of Platform demonstrates the 7IM cashflow planning tool…
?BEST IN SHOW WINNER: Terence Lippert of Nuance demonstrates Dragon speech recognition software which can help individuals and organisations by putting their voice to work!
Terence show how advisers can master Dragon right out of the box and start experiencing big documentation productivity gains immediately.
Nick Eatock demonstrates how Intelliflo’s Personal Finance Portal (PFP) works and how clients and...
Adrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.
Mike Hearfield, Focus Head of Digital demonstrates Focus:Digital – an interlinked set of client engagement, acquisition and ongoing service tools which are designed to make digital solutions feel human, and change the way people engage with their finances.
Nikolai Hack, COO at EXO Investing showcases their client platform which won Best Digital Wealth...