Tag: Open Banking

Analysis Portal

Posted by Adam Flowers | Aug 13, 2021 | Topics

Latest Insights Wealth Practice Management System – Ningi Read More REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai Read More PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr – Noxai Read More CLIENT PORTALS...

Ian McKenna’s “Advice Tech Highlights”

Posted by Ian McKenna | Jul 16, 2021 | Weekly Roundups |

Welcome to the first of my regular weekly blogs about the new content and analysis available from...

Views from Finovate Fall: MX

Posted by Ian McKenna | Sep 30, 2019 | Events, Finovate, Personal Financial Management |

Finovate Fall 2016: MX

Posted by Ian McKenna | Sep 8, 2016 | Events, Finovate, Personal Financial Management |

Finovate Fall 2014: MX

Posted by Ian McKenna | Sep 23, 2014 | Events, Finovate, Personal Financial Management |

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