Are you an adviser who wants to put technology at the heart of their business? This week on AdviserSoftware.com
I’m going to start my summary this week by pointing out that today is the last day to get the...
Read MorePosted by Ian McKenna | Dec 10, 2021 | Weekly Roundups |
I’m going to start my summary this week by pointing out that today is the last day to get the...
Read MorePosted by Adam Flowers | Aug 13, 2021 | Topics
Latest Insights WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t Read More SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado Read More CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy Read More WEALTH PRACTICE MANAGEMENT...
Read MorePosted by Ian McKenna | Aug 13, 2021 | Weekly Roundups |
This week Adam Flowers has examined two relatively new propositions PortfolioMetrix looking at the...
Read MorePosted by Adam Flowers | Aug 6, 2021 | Weekly Roundups |
Having worked in financial services for over 9 years (predominately as a paraplanner) I can relate...
Read MorePosted by Ian McKenna | Jul 30, 2021 | Weekly Roundups |
While the lead industry story this week may have been Scottish Widows acquisition of Embark, there...
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