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 |
i4C – “Disrupting the Cashflow Market – why the i4C wave is building” 21st February 2020 | Empowering Advice Through Technology 2020 |
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 |
Filehaven: A secure communication portal for you and your contacts 20th January 2020 | Cyber Security, Email Encryption |
In|Vest West 2019: Financial Advice – An Industry approaching a tipping point 10th December 2019 | In | Vest |
Capacity – How Artificial Intelligence is changing client communication 6th December 2019 | In | Vest |
Timeline – Evidence-based and data driven withdrawal strategies 6th December 2019 | Cash Flow Modelling, In | Vest |
Views from Finovate Fall: InterGen Data 30th September 2019 | Finovate, Personal Financial Management |
Ian McKenna: Nothing happens in August, does it? Fintech proves the exception 4th September 2019 | System Review |
What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market 18th June 2019 | Change the Game, Practice Management System, System Review |
Empowering Advice Through Technology (#EATT19) – Highlights 18th June 2019 | Empowering Advice Through Technology 2019 |
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Unipass Mailock 18th June 2019 | Cyber Security, Email Encryption, Empowering Advice Through Technology 2019 |
Quality Analyser: Helping advisers compare products based on quality 30th May 2019 | Protection, Research System, System Review |
Empowering Advice Through Technology (#EATT19) Disturbance Demo: 7IM – My Future 23rd May 2019 | Empowering Advice Through Technology 2019 |
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Nuance – Dragon Speech Recognition 23rd May 2019 | Empowering Advice Through Technology 2019 |
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal Finance Portal 23rd May 2019 | Client Portal, Empowering Advice Through Technology, Empowering Advice Through Technology 2019 |
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow 23rd May 2019 | Empowering Advice Through Technology 2019, Practice Management System |
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Focus Solutions – Focus:Digital 23rd May 2019 | Empowering Advice Through Technology 2019 |
Empowering Advice Through Technology (#EATT19) Disturbance Demo: EXO Investing 23rd May 2019 | Empowering Advice Through Technology 2019 |
Empowering Advice Through Technology (#EATT19) Disturbance Demo: AdvisorStream 23rd May 2019 | Empowering Advice Through Technology 2019, Marketing |
Intelliflo Personal Finance Portal: Empowering clients with around the clock access to their finances 9th May 2019 | Uncategorised |
Intelliflo Intelligent Office: The UK’s most used Practice Management System 9th May 2019 | Practice Management System |
Rapid Reviewer: Making MiFID II reporting requirements easier 8th May 2019 | Investment, Report Generation Software |
