Why don’t platforms, asset managers and insurers understand how advisers want to use data with their clients? Posted by Ian McKenna | Feb 11, 2022 | Weekly Roundups | Is it time to take a fresh look at how data is shared with advisers? Much of our week at... Read More
The tool aiming to streamline financial planning processes Posted by Adam Flowers | Jun 29, 2021 | Cash Flow Modelling, Financial Planning, Insights, Portfolio Analysis, Retirement Planners, Risk Profiling, System Review | Read More