Tag: adviser software systems

EVPro and a chance to tell us what you think of your Cashflow planning software

Posted by Ian McKenna | Feb 18, 2022 | Weekly Roundups |

This week on AdviserSoftware.com, the team are featuring the latest from EVPro’s tool set. Their...

Posted by Ian McKenna | Jan 14, 2022 | Weekly Roundups |

I am going to begin my summary of the week by highlighting our January Advice Tech Forum. This...

Posted by Ian McKenna | Jan 7, 2022 | Weekly Roundups |

The turn of a year is a great time to look back and review what has gone on in the previous twelve...

Discover the latest technology shaping the advice industry. Our AdviceTech Hub provides insights...

Posted by Ian McKenna | Oct 29, 2021 | Weekly Roundups |

First this week I want to highlight our next Investment Forum on Tuesday 23rd November at 11am. ...

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.