Category: Research System

Posted by Ian McKenna | Mar 20, 2020 | Virtual Meetings |

Views from T3 2020: Morningstar Advisor Workstation 3.0

Posted by Ian McKenna | Feb 27, 2020 | T3 Enterprise Conference |

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ECOSYSTEMS – REGTECH

Back to Investment & Pensions Ecosystem Software Supplier: Apricity Compliance...

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Virtual Meetings – a guide for advisers

Virtual meetings and screen sharing have huge potential to help advisers work with clients...

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True Potential: V6 ClientSite

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

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Empowering Advice Through Technology
In | Vest
T3 Enterprise Conference
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Change the Game

Join Our October Investment Forum

by Emma Iskowitz | Sep 30, 2020 | Events, Investment Forum, October 2020 |

Our monthly Investment Forum brings together visionary financial advisers with leading product...

ESG Experts Explain: How Advisers Can Prepare for Coming Regulation Changes

by Emma Iskowitz | Sep 23, 2020 | September 2020 |
ESG Experts Explain: Helping Clients Understand ESG

by Emma Iskowitz | Sep 23, 2020 | Events, Investment Forum, September 2020 |
ESG Experts Explain: How ESG is Changing

by Emma Iskowitz | Sep 23, 2020 | Events, Investment Forum, September 2020 |
ESG Experts Explain: What Advisers Need To Know About ESG

by Emma Iskowitz | Sep 23, 2020 | Events, Investment Forum, September 2020 |

Empowering Advice Through Technology (#EATT2020) – Highlights

by Samantha Smith | Apr 22, 2020 | Empowering Advice Through Technology 2020 |

Highlights and vox pops from the Empowering Advice Through Technology conference (January 2020)

Advisorstream – “Driving growth through client engagement”

by Samantha Smith | Feb 25, 2020 | Empowering Advice Through Technology 2020 |
Wealthify – “Digital Wealth Management System”

by Robert Quartey | Feb 21, 2020 | Empowering Advice Through Technology 2020 |
Praemium – “WealthCraft – Praemium’s digital engagement platform”

by Robert Quartey | Feb 21, 2020 | Empowering Advice Through Technology 2020 |
Origo/Beyond Encryption – “Unipass Mailock”

by Samantha Smith | Feb 21, 2020 | Cyber Security, Email Encryption, Empowering Advice Through Technology 2020 |

In|Vest West 2019: Financial Advice – An Industry approaching a tipping point

by Ian McKenna | Dec 10, 2019 | In | Vest |

Of all the different wealth tech conferences I attend globally each year, the July InVest show in...

Betterment – Trends & Insights from an online money manager

by Adam Higgs | Dec 9, 2019 | In | Vest |
Capacity – How Artificial Intelligence is changing client communication

by Adam Higgs | Dec 6, 2019 | In | Vest |
Arkose Labs – Helping keep clients’ data secure

by Adam Higgs | Dec 6, 2019 | In | Vest |
Timeline – Evidence-based and data driven withdrawal strategies

by Adam Higgs | Dec 6, 2019 | Cash Flow Modelling, In | Vest |

Views from T3 2020: Morningstar Advisor Workstation 3.0

by Ian McKenna | Feb 27, 2020 | T3 Enterprise Conference |

At T3 last week Pete Franco, Morningstar senior product manager for their Advisor Workstation...

Views from T3 Enterprise Conference 2019: Advicent

by Ian McKenna | Nov 7, 2019 | T3 Enterprise Conference |
Views from T3 Enterprise Conference 2019: Morningstar

by Ian McKenna | Nov 6, 2019 | T3 Enterprise Conference |

Views from Finovate Fall: MX

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...

Views from Finovate Fall: InterGen Data

by Ian McKenna | Sep 30, 2019 | Finovate, Personal Financial Management
In | Vest West 2018: FIDATO WEALTH AND FACET WEALTH – A CASE STUDY IN MIGRATING CLIENTS’ WHO NO LONGER FIT THE PROFILE OF A FIDUCIARY FIRM

by Ian McKenna | Dec 7, 2018 | Finovate |
Finovate Fall 2016: MX

by Ian McKenna | Sep 8, 2016 | Finovate, Personal Financial Management |
Finovate Fall 2014: MX

by Ian McKenna | Sep 23, 2014 | Finovate, Personal Financial Management |

CTG2019: Change the Game conference 2019 – Highlights

by Robert Quartey | Jul 25, 2019 | Change the Game |

Change the Game is Intelliflo’s flagship conference and is hosted annually in Manchester and...

What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

by Ian McKenna | Jun 18, 2019 | Change the Game, Practice Management System, System Review |

ECOSYSTEMS – REGTECH

Posted by Adam Flowers | Oct 23, 2020 | Ecosystems |

ECOSYSTEMS – SWITCHING ANALYSIS SYSTEM

Posted by Adam Flowers | Oct 23, 2020 | Ecosystems |

ECOSYSTEMS – PORTFOLIO REBALANCING

Posted by Adam Flowers | Oct 23, 2020 | Ecosystems |

ECOSYSTEMS – PORTFOLIO ANALYSIS

Posted by Adam Flowers | Oct 12, 2020 | Ecosystems |

ECOSYSTEMS – Financial & Retirement Planning

Posted by Adam Flowers | Sep 23, 2020 | Ecosystems |

Ecosystems – Product Research

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

ECOSYSTEMS – Client Portal

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

ECOSYSTEMS – RISK PROFILING

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

ECOSYSTEMS – CASHFLOW MODELLING

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

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