Our monthly online Investment Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes. We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions. Network with like-minded industry professionals and engage with expert panellists, and participate in creating positive change in wealth management from the comfort of your own home.

The upcoming Investment Forum will focus on integrations and in particular:

  1. How we get systems to talk to each other?
  2. APIs
  3. Integration Hubs
  4. App stores

During the session we will hear from the following expert speakers:

  • Matt Nobel, Head Of Business Development at Origo Services Limited
  • Paul Richards, Head of FundsNetwork Distribution at Fidelity International
  • Oliver Oehri, Founding & Managing Partner at CSSP and Founder at NameyourSRI.com