FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Wealth Wizards 5th September 2023 | Advice Tech Hub, Adviser Software Systems |
Business Performance & Operational Management Supplier/Software: FP Alpha 5th September 2023 | Advice Tech Hub, Adviser Software Systems |
Marketing Systems Supplier/Software: Couplr 5th September 2023 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Concenter Services – XLR8 5th September 2023 | Advice Tech Hub, Adviser Software Systems |
Business Performance & Operational Management Supplier/Software: Catalyst 28th July 2023 | Advice Tech Hub, Adviser Software Systems |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: GreenGrowth 28th July 2023 | Advice Tech Hub, Adviser Software Systems |
Marketing and Client Engagement Systems Supplier/Software: Twenty7Tec Communicate 28th July 2023 | Advice Tech Hub, Adviser Software Systems |
Why building a data culture within advice firms is critical to a firm’s future success – July Forum recap 27th July 2023 | AdviceTech Forum, Events |
Client Facing Technologies: Understanding the Key Role They Play for your Clients – June Forum Recap 5th July 2023 | AdviceTech Forum, Events |
Consumer Duty: Product Governance and Consumer Understanding – May Forum Recap 5th July 2023 | AdviceTech Forum, Events |
Electronic Signature & Document Processing Supplier/Software: Origo – Unipass Letter of Authority 4th July 2023 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: DATAVIEWWEALTH 4th July 2023 | Advice Tech Hub, Adviser Software Systems, Wealth Practice Management Systems |
Electronic Signature & Document Processing Supplier/Software: Umlaut – Advisor Forms 4th July 2023 | Advice Tech Hub, Adviser Software Systems |
Marketing Systems Supplier/Software: Elements 4th July 2023 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FLUIDO 4th July 2023 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: 3rd Eyes Analytics 4th July 2023 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Aixigo 4th July 2023 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Aixigo 4th July 2023 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Aixigo 4th July 2023 | Advice Tech Hub, Adviser Software Systems |
INTELLIFLO SHAKES UP WEALTHTECH: UNPRECEDENTED PRICE WAR COULD IGNITE – RIVALS MAY BE LEFT SCRAMBLING 28th April 2023 | Uncategorised |
Intelliflo Shakes Up WealthTech: Unprecedented price war could ignite – rivals may be left scrambling 26th April 2023 | Uncategorised |
A Closer Look at Iress’ Shift in Strategy and Intelliflo’s Threat – How the Clash Between Management Teams Unveils a New Era for the Fintech Landscape 24th April 2023 | Software Suppliers |
Iress Embraces Global Growth: Overcoming “Australia First” Mentality and Prioritising International Markets 20th April 2023 | Software Suppliers |
Marketing and Client Engagement Systems Supplier/Software: Asset-Map 17th April 2023 | Advice Tech Hub, Adviser Software Systems |
Getting the most out of technology for financial planning in 2023, 2025 and 2030- Ian McKenna’s CISI webinar 17th April 2023 | Events |
Improving the communications and support for adviser firms who are implementing and managing integration services – March Forum Recap 12th April 2023 | AdviceTech Forum, Events |
Insights from Festival of Financial Planning 2022 10th March 2023 | Conferences, Events, External Conferences |
Insights from FutureProof festival 2022, California 10th March 2023 | Conferences, Events, External Conferences |
Consumer Duty: Adviser Firms explain the key changes the new regulations will have on their adviser propositions, client engagement and business partner relationships: February Forum Recap 10th March 2023 | AdviceTech Forum, Events |
Electronic Signature & Document Processing Software/Supplier: Keylu 6th March 2023 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING 6th March 2023 | Advice Tech Hub, Adviser Software Systems |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension 6th March 2023 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Cashflow 6th March 2023 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Oxford Risk – Suitability Compass 6th March 2023 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Timeline 6th March 2023 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo 6th March 2023 | Advice Tech Hub, Adviser Software Systems |
Data, the life blood of advice: Looking at how some firms are setting themselves up to manage customer and business data: January Forum Recap 1st February 2023 | AdviceTech Forum, Events |
Drive Away Those January Blues, and Find Out What We’ve Been Focusing on 30th January 2023 | Uncategorised |
EATT 23 Demo – ProtectionGuru Pro 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos, Events |
EATT 23 Demo – VouchedFor 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – UnderwriteMe 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – Origo 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – Meet Parker 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – Intelliflo 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – InterGen Data 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – Conquest Planning 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – ChatGPT (with Phil Calvert) 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – 7IM 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – Parmenion 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
EATT 23 Demo – Ortec Finance 26th January 2023 | Conferences, EATT 2023, EATT Conference, EATT23 Disturbance Demos |
Letters of Authority: The Benefits & Challenges of Unipass LoA adoption: December Forum Recap 12th January 2023 | AdviceTech Forum, Events |
Wealth Practice Management Systems Supplier/Software: futureform 6th January 2023 | Advice Tech Hub, Adviser Software Systems |
Marketing and Client Engagement Systems Supplier/Software: Lumiant 6th January 2023 | Advice Tech Hub, Adviser Software Systems |
New Year, New You: Set your targets and find the tech to achieve them 6th January 2023 | Weekly Roundups |
EATT 2022 Wrap Up: How Should Your Technology Roadmap Change in 2022 7th December 2022 | EATT Conference, EATT2022 Conference Sessions, Empowering Advice Through Technology 2022, Events |
EATT 2022 Plenary Session 4: What does an outstanding customer experience look like? Client portals and other innovations 7th December 2022 | EATT Conference, EATT2022 Conference Sessions, Empowering Advice Through Technology 2022, Events |
EATT 2022 Plenary Session 3: Optimising financial planning through best use of technology 7th December 2022 | EATT Conference, EATT2022 Conference Sessions, Empowering Advice Through Technology 2022, Events |
EATT 2022 Plenary Session 2: Cyber Security, keeping clients secure in a dangerous world 7th December 2022 | EATT Conference, EATT2022 Conference Sessions, Empowering Advice Through Technology 2022, Events |
EATT 2022 Plenary Session 1: Delivering an end-to-end advice and investment management process 7th December 2022 | EATT Conference, EATT2022 Conference Sessions, Empowering Advice Through Technology 2022, Events |
EATT 2022 Keynote: Ian McKenna – Financial Advice in 2025 7th December 2022 | EATT Conference, EATT2022 Conference Sessions, Empowering Advice Through Technology 2022, Events |
REGTECH SUPPLIER/SOFTWARE: BATsoftware 16th November 2022 | Advice Tech Hub, Adviser Software Systems |
PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Portfolio Cloud 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: PortfolioCloud 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Synaptic Analyser 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Ortec Finance – OPAL 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
QUOTATION PORTALS SUPPLIER/SOFTWARE: Synaptic Webline 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Modeller 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Ortec Finance – Opal 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: 360 DOTNET 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Synaptic Comparator 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: 360 DOTNET 4th November 2022 | Advice Tech Hub, Adviser Software Systems |
Training, Audits/Reviews, Cyber Insurance, Processes and Procedures Checklist 27th October 2022 | Cyber Security |
What do Amazon and Apple’s consumer personal finance plays mean for advisers, platforms and asset managers? 25th October 2022 | Insights, Investment, Platforms, Protection, System Review |
Training, Audits/Reviews, Cyber Insurance, Processes and Procedures 25th October 2022 | Cyber Security |
Intergrations and Adviser Adoption: September Forum Recap 19th October 2022 | AdviceTech Forum, Events |
Report Generation Supplier/Software: Ammonite 12th October 2022 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: Wealthcraft 12th October 2022 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Wealthcraft 12th October 2022 | Advice Tech Hub, Adviser Software Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Unipass Mailock 12th October 2022 | Advice Tech Hub, Adviser Software Systems |
REPORT GENERATION SUPPLIER/SOFTWARE: Genovo 12th October 2022 | Advice Tech Hub, Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Fintegrate 12th October 2022 | Advice Tech Hub, Adviser Software Systems |
QUOTATION PORTALS SUPPLIER/SOFTWARE: Direct Life & Pensions Life Quote 12th October 2022 | Advice Tech Hub, Adviser Software Systems |
