Tag: adviser software systems

What does leading edge adviser technology look like and other key analysis of AdviceTech

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. ...

Analysis Portal

Posted by Adam Flowers | Aug 13, 2021 | Topics

Latest Insights Cash Flow Modelling/Financial Planning Tools: RetireMap Read More A deep dive into LinkedIn for financial advisers Discover how financial advisers can leverage LinkedIn to build credibility, engage high-value...

A summary of our AdviceTech analysis this week and other FTRC activity

Posted by Ian McKenna | Aug 13, 2021 | Weekly Roundups |

This week Adam Flowers has examined two relatively new propositions PortfolioMetrix looking at the...

Adviser Technology and Me

Posted by Adam Flowers | Aug 6, 2021 | Weekly Roundups |

Having worked in financial services for over 9 years (predominately as a paraplanner) I can relate...

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

Posted 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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