January

ECOSYSTEMS – PROTECTION RESEARCH SYSTEMS

20th January 2021 | Ecosystems |
ECOSYSTEMS – QUOTATION PORTALS

20th January 2021 | Ecosystems |
ECOSYSTEMS – EQUITY RELEASE SYSTEMS

20th January 2021 | Ecosystems |
ECOSYSTEMS – MORTGAGE APPLICATION

20th January 2021 | Ecosystems |
ECOSYSTEMS – MORTGAGE AFFORDABILITY

20th January 2021 | Ecosystems |
ECOSYSTEMS – MORTGAGE SOURCING SYSTEMS

20th January 2021 | Ecosystems |
ECOSYSTEMS – MORTGAGE PRACTICE MANAGEMENT SYSTEMS

19th January 2021 | Ecosystems |

December

Join our January Investment Forum

21st December 2020 | Events, Investment Forum, January 2021 |
7IM’s new and improved website

17th December 2020 | Platforms |
Are there better virtual meeting solutions than Teams and Zoom?

10th December 2020 | Virtual Meetings |
‘Identif-eye’ Your Client’s Feelings: Reading Behind the Mask

8th December 2020 | Artificial Intelligence |
Protected: Advisers’ Questions About ESG Answered by Industry Experts

3rd December 2020 | October 2020 |
Everything You Need to Know About the STAR Initiative: Part 2

1st December 2020 | Events, Investment Forum, November 2020 |
Everything You Need to Know About the STAR Initiative: Part 1

1st December 2020 | Events, Investment Forum, November 2020 |

November

Join Our December Investment Forum

12th November 2020 | December 2020, Events, Investment Forum |
Join Our November Investment Forum

5th November 2020 | Events, Investment Forum, November 2020 |
Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

4th November 2020 | Change the Game, Client Portal, Integrations, Open Banking, Personal Financial Management, Practice Management System |

October

How Advisers Can Take Advantage of Open Finance: Highlights from the October Investment Forum Part 4

29th October 2020 | Events, Investment Forum, October 2020 |
Developments in Open Finance: Highlights from the October Investment Forum Part 3

29th October 2020 | Events, Investment Forum, October 2020 |
Advantages of Open Banking: Highlights from the October Investment Forum Part 2

28th October 2020 | Events, Investment Forum, October 2020 |
ECOSYSTEMS – REGTECH

23rd October 2020 | Ecosystems |
ECOSYSTEMS – SWITCHING ANALYSIS SYSTEM

23rd October 2020 | Ecosystems |
ECOSYSTEMS – PORTFOLIO REBALANCING

23rd October 2020 | Ecosystems |
How Open Banking is Changing Wealth Management: Highlights from the October Investment Forum Part 1

22nd October 2020 | Events, Investment Forum, October 2020 |
ECOSYSTEMS – PORTFOLIO ANALYSIS

12th October 2020 | Ecosystems |

September

Join Our October Investment Forum

30th September 2020 | Events, Investment Forum, October 2020 |
Intelliflo’s move into Open Banking

23rd September 2020 | Open Banking, Practice Management System |
ESG Experts Explain: How Advisers Can Prepare for Coming Regulation Changes

23rd September 2020 | September 2020 |
ESG Experts Explain: Helping Clients Understand ESG

23rd September 2020 | Events, Investment Forum, September 2020 |
ESG Experts Explain: How ESG is Changing

23rd September 2020 | Events, Investment Forum, September 2020 |
ESG Experts Explain: What Advisers Need To Know About ESG

23rd September 2020 | Events, Investment Forum, September 2020 |
ECOSYSTEMS – Financial & Retirement Planning

23rd September 2020 | Ecosystems |
Ecosystems – Product Research

22nd September 2020 | Ecosystems |
ECOSYSTEMS – Client Portal

22nd September 2020 | Ecosystems |
ECOSYSTEMS – RISK PROFILING

22nd September 2020 | Ecosystems |
ECOSYSTEMS – CASHFLOW MODELLING

22nd September 2020 | Ecosystems |
ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS

22nd September 2020 | Ecosystems |
Future of Fintech – global livestream event from CB Insights

16th September 2020 | Events |
Using the integration between Intelligent Office & FE Analytics

14th September 2020 | Integrations |
How many software systems does it take to service your clients?

14th September 2020 | Practice Management System, System Review |

August

Adviser Practice Management Systems – who’s who, old and new

11th August 2020 | Investment, Practice Management System |
My Experiences using FE fundinfo – FE Analytics

5th August 2020 | Portfolio Analysis, Portfolio Modelling, Research System, System Review |

July

Financial Planning Software – things you need to know

30th July 2020 | Cash Flow Modelling, Financial Planning, Investment |
My experiences using Intelliflo – Intelligent Office

22nd July 2020 | Practice Management System, System Review |

June

Investment Forum – a new way for advisers to share their views

16th June 2020 | Events |

April

Empowering Advice Through Technology (#EATT2020) – Highlights

22nd April 2020 | Empowering Advice Through Technology 2020 |

March

What are the benefits and other things to think about

31st March 2020 | Virtual Meetings |
Good practice for virtual meetings

31st March 2020 | Virtual Meetings |
Standalone Virtual Meeting Software – Generic Options

24th March 2020 | Virtual Meetings |
Virtual Meeting offerings from specialist adviser software firms

23rd March 2020 | Virtual Meetings |
Virtual Meetings – a guide for advisers

20th March 2020 | Virtual Meetings |

February

Views from T3 2020: Morningstar Advisor Workstation 3.0

27th February 2020 | T3 Enterprise Conference |
Advisorstream – “Driving growth through client engagement”

25th February 2020 | Empowering Advice Through Technology 2020 |
Wealthify – “Digital Wealth Management System”

21st February 2020 | Empowering Advice Through Technology 2020 |
Praemium – “WealthCraft – Praemium’s digital engagement platform”

21st February 2020 | Empowering Advice Through Technology 2020 |
Origo/Beyond Encryption – “Unipass Mailock”

21st February 2020 | Cyber Security, Email Encryption, Empowering Advice Through Technology 2020 |
Nuance Communications – “Dragon Naturally Speaking Voice Recognition Software”

21st February 2020 | Empowering Advice Through Technology 2020 |
Moneyinfo – “Branded client portals and apps”

21st February 2020 | Empowering Advice Through Technology 2020 |
iPipeline – “SolutionBuilder & Product Features Report”

21st February 2020 | Empowering Advice Through Technology 2020 |
InterGen Data – “DAVID – Digital Advice Via Demographics”

21st February 2020 | Empowering Advice Through Technology 2020 |
7iM – “Retirement Income Service”

21st February 2020 | Empowering Advice Through Technology 2020 |
Intelliflo – “Gamified Fact Find”

21st February 2020 | Empowering Advice Through Technology 2020 |
i4C – “Disrupting the Cashflow Market – why the i4C wave is building”

21st February 2020 | Empowering Advice Through Technology 2020 |
Focus Solutions – “Focus Digital”

21st February 2020 | Empowering Advice Through Technology 2020 |

January

Regulation: Why is secure communication essential?

28th January 2020 | Cyber Security, Email Encryption |
SecureTheFile: Store and share life’s most important documents

28th January 2020 | Cyber Security, Email Encryption |
Unipass Mailock: secure messaging and digital engagement solutions for businesses and their clients.

27th January 2020 | Cyber Security, Email Encryption |
Qwil Messenger: Replacing insecure client emails with safe, compliant chat

27th January 2020 | Cyber Security, Email Encryption |
Key functions of Secure Comms

27th January 2020 | Cyber Security, Email Encryption |
Filehaven: A secure communication portal for you and your contacts

20th January 2020 | Cyber Security, Email Encryption |

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