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Financial Planning/Cash Flow/Retirement Planners

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Protected: REGTECH SUPPLIER/SOFTWARE: BATsoftware

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Big news for Iress users and a week of looking at outstanding adviser tech propositions

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc

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Protected: REPORT GENERATION SUPPLIER/SOFTWARE: Genovo

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A week in Adviser Technology looking at systems old and new

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Ian McKenna’s “Advice Tech Highlights”

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Protected: Have Videosign found a possible solution to verifying clients remotely?

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The tool aiming to streamline financial planning processes

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Protected: WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Fintegrate

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects

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