Tag: Risk Profiling

Major platform integration enhancements and adopting leading...

Posted by Ian McKenna | Nov 4, 2020 | Change the Game, Client Portal, Integrations, Open Banking, Personal Financial Management, Practice Management System |

Intelliflo’s move into Open Banking

Posted by Ian McKenna | Sep 23, 2020 | Open Banking, Practice Management System |

How many software systems does it take to service your clien...

Posted by Adam Flowers | Sep 14, 2020 | Practice Management System, System Review |

My Experiences using FE fundinfo – FE Analytics

Posted by Adam Flowers | Aug 5, 2020 | Portfolio Analysis, Portfolio Modelling, Research System, System Review |

My experiences using Intelliflo – Intelligent Office

Posted by Adam Flowers | Jul 22, 2020 | Practice Management System, System Review |

Virtual Meetings – a guide for advisers

Posted by Ian McKenna | Mar 20, 2020 | Virtual Meetings |

All

Join Our December Investment Forum

Our monthly Investment Forum brings together visionary financial advisers with leading product...

All

Virtual Meetings – a guide for advisers

Virtual meetings and screen sharing have huge potential to help advisers work with clients...

All

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Focus Solutions – Focus:Digital

Mike Hearfield, Focus Head of Digital demonstrates Focus:Digital – an interlinked set of client engagement, acquisition and ongoing service tools which are designed to make digital solutions feel human, and change the way people engage with their finances.

Investment Forum
Empowering Advice Through Technology
In | Vest
T3 Enterprise Conference
Finovate
Change the Game

Join Our December Investment Forum

by Emma Iskowitz | Nov 12, 2020 | December 2020, Events, Investment Forum |

Our monthly Investment Forum brings together visionary financial advisers with leading product...

Join Our November Investment Forum

by Emma Iskowitz | Nov 5, 2020 | Events, Investment Forum, November 2020 |
How Advisers Can Take Advantage of Open Finance: Highlights from the October Investment Forum Part 4

by Emma Iskowitz | Oct 29, 2020 | October 2020 |
Developments in Open Finance: Highlights from the October Investment Forum Part 3

by Emma Iskowitz | Oct 29, 2020 | October 2020 |
Advantages of Open Banking: Highlights from the October Investment Forum Part 2

by Emma Iskowitz | Oct 28, 2020 | October 2020 |

Empowering Advice Through Technology (#EATT2020) – Highlights

by Samantha Smith | Apr 22, 2020 | Empowering Advice Through Technology 2020 |

Highlights and vox pops from the Empowering Advice Through Technology conference (January 2020)

Advisorstream – “Driving growth through client engagement”

by Samantha Smith | Feb 25, 2020 | Empowering Advice Through Technology 2020 |
Wealthify – “Digital Wealth Management System”

by Robert Quartey | Feb 21, 2020 | Empowering Advice Through Technology 2020 |
Praemium – “WealthCraft – Praemium’s digital engagement platform”

by Robert Quartey | Feb 21, 2020 | Empowering Advice Through Technology 2020 |
Origo/Beyond Encryption – “Unipass Mailock”

by Samantha Smith | Feb 21, 2020 | Cyber Security, Email Encryption, Empowering Advice Through Technology 2020 |

In|Vest West 2019: Financial Advice – An Industry approaching a tipping point

by Ian McKenna | Dec 10, 2019 | In | Vest |

Of all the different wealth tech conferences I attend globally each year, the July InVest show in...

Betterment – Trends & Insights from an online money manager

by Adam Higgs | Dec 9, 2019 | In | Vest |
Capacity – How Artificial Intelligence is changing client communication

by Adam Higgs | Dec 6, 2019 | In | Vest |
Arkose Labs – Helping keep clients’ data secure

by Adam Higgs | Dec 6, 2019 | In | Vest |
Timeline – Evidence-based and data driven withdrawal strategies

by Adam Higgs | Dec 6, 2019 | Cash Flow Modelling, In | Vest |

Views from T3 2020: Morningstar Advisor Workstation 3.0

by Ian McKenna | Feb 27, 2020 | T3 Enterprise Conference |

At T3 last week Pete Franco, Morningstar senior product manager for their Advisor Workstation...

Views from T3 Enterprise Conference 2019: Advicent

by Ian McKenna | Nov 7, 2019 | T3 Enterprise Conference |
Views from T3 Enterprise Conference 2019: Morningstar

by Ian McKenna | Nov 6, 2019 | T3 Enterprise Conference |

Views from Finovate Fall: MX

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

While not before time Open Banking is becoming an issue widely discussed in the financial advice...

Views from Finovate Fall: InterGen Data

by Ian McKenna | Sep 30, 2019 | Finovate, Personal Financial Management
In | Vest West 2018: FIDATO WEALTH AND FACET WEALTH – A CASE STUDY IN MIGRATING CLIENTS’ WHO NO LONGER FIT THE PROFILE OF A FIDUCIARY FIRM

by Ian McKenna | Dec 7, 2018 | Finovate |
Finovate Fall 2016: MX

by Ian McKenna | Sep 8, 2016 | Finovate, Personal Financial Management |
Finovate Fall 2014: MX

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

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

by Ian McKenna | Nov 4, 2020 | Change the Game, Client Portal, Integrations, Open Banking, Personal Financial Management, Practice Management System |

Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...

CTG2019: Change the Game conference 2019 – Highlights

by Robert Quartey | Jul 25, 2019 | Change the Game |
What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

by Ian McKenna | Jun 18, 2019 | Change the Game, Practice Management System, System Review |

ECOSYSTEMS – REGTECH

Posted by Adam Flowers | Oct 23, 2020 | Ecosystems |

ECOSYSTEMS – SWITCHING ANALYSIS SYSTEM

Posted by Adam Flowers | Oct 23, 2020 | Ecosystems |

ECOSYSTEMS – PORTFOLIO REBALANCING

Posted by Adam Flowers | Oct 23, 2020 | Ecosystems |

ECOSYSTEMS – PORTFOLIO ANALYSIS

Posted by Adam Flowers | Oct 12, 2020 | Ecosystems |

ECOSYSTEMS – Financial & Retirement Planning

Posted by Adam Flowers | Sep 23, 2020 | Ecosystems |

Ecosystems – Product Research

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

ECOSYSTEMS – Client Portal

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

ECOSYSTEMS – RISK PROFILING

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

ECOSYSTEMS – CASHFLOW MODELLING

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS

Posted by Adam Flowers | Sep 22, 2020 | Ecosystems |

Register for updates

Join our mailing list

Ecosystems

Highlights from:

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