PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr 13th May 2025 | Advice Tech Hub, Adviser Software Systems, Portfolio Analysis |
Artificial Intelligence – AI Tools & Services – Avenir 7th May 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: FE fundinfo – AdviserAsset 2nd May 2025 | Advice Tech Hub, Adviser Software Systems, Switching Analysis |
Artificial Intelligence – AI Tools & Services – Re:LOA 1st May 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
QUOTATION PORTALS SUPPLIER/SOFTWARE: Source 8th April 2025 | Adviser Software Systems, Quotation Portals |
Artificial Intelligence – AI Tools & Services – Posterity 3rd April 2025 | Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – 4admin 3rd April 2025 | Adviser Software Systems, AI Tools & Services |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: ONE MORTGAGE SYSTEM 1st April 2025 | Advice Tech Hub, Adviser Software Systems |
REPORT GENERATION SUPPLIER/SOFTWARE: Automwrite 7th March 2025 | Advice Tech Hub, AI Tools & Services, Report Generation Software |
Business Performance & Operational Management Supplier/Software: Octopus Money 13th February 2025 | Advice Tech Hub |
Artificial Intelligence – AI Tools & Services – AdvisoryAI 10th February 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FUZE 3rd February 2025 | Advice Tech Hub, Cash Flow Modelling |
QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions Prime 1 29th January 2025 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER 28th January 2025 | Advice Tech Hub, Adviser Software Systems |
Business Performance & Operational Management Supplier/Software: Hub Financial Solutions 23rd December 2024 | Adviser Software Systems |
Artificial Intelligence – AI Tools & Services – PlannerPal 23rd December 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANCE PORTAL 23rd December 2024 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: intelliflo planning 23rd December 2024 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: VoyantGo & Snapshot 23rd December 2024 | Advice Tech Hub, Adviser Software Systems |
Artificial Intelligence – AI Tools & Services – Unitifi 23rd December 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects 16th December 2024 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects 16th December 2024 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects 16th December 2024 | Advice Tech Hub, Adviser Software Systems |
Wealth Practice Management System – Ningi 3rd December 2024 | Adviser Software Systems, AI Tools & Services, Wealth Practice Management Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Qwil Messenger 29th November 2024 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Pocket Risk 29th November 2024 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo 29th November 2024 | Advice Tech Hub, Adviser Software Systems |
Setting your Tech strategy for 2025… November forum recap 27th November 2024 | AdviceTech Forum, Events |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Advicefront 25th November 2024 | Advice Tech Hub, Adviser Software Systems |
AI Tools & Services – Engage Smarter 11th November 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
“Find a need, Fill a need” With Laine Schoneberger 7th November 2024 | Events, External Conferences |
Peer Advice for getting the most out of Wealth Management AI Tools 4th November 2024 | Events, External Conferences |
REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai 4th November 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services, Report Generation Software |
AI Visionaries: Innovating the Future of Wealth Management 4th November 2024 | Events, External Conferences |
Business Performance & Operational Management Supplier/Software: Hubly 4th November 2024 | Advice Tech Hub, Adviser Software Systems |
Artificial Intelligence and Data with Oleg Tishkevich 4th November 2024 | Events, External Conferences |
Charity, Foundation & Estate Planning/Software: HeirWealth 4th November 2024 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: HOURGLASS – TIPS 1st November 2024 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Bucket Bliss 1st November 2024 | Advice Tech Hub, Adviser Software Systems |
Gaining AI Superpowers – How AI is Impacting the World and the way we work 31st October 2024 | Events, External Conferences |
AI in Action – Current Tools & Future Trends in Wealth Management 29th October 2024 | Events, External Conferences |
Streamlining Adviser Productivity & Client Engagement using Automation & AI featuring Salesforce 28th October 2024 | Events, External Conferences |
Artificial Intelligence in Financial Advice – Forum discussion 22nd October 2024 | AdviceTech Forum, Events |
Business Performance & Operational Management Supplier/Software: Zerokey 30th September 2024 | Advice Tech Hub, Adviser Software Systems |
Client Engagement Supplier/Software: Mortgage Wallet 30th September 2024 | Advice Tech Hub, Adviser Software Systems, Client Engagement |
Artificial Intelligence – AI Tools & Services – Otto 27th September 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – Finny 27th September 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr – Noxai 27th September 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services, Portfolio Analysis |
Artificial Intelligence – AI Tools & Services – Intellect AI 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – Zocks 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – YourStake 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – Yainvest 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – fintello 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Accelerating client recommendations & reviews using AI – AIFA2024 Plenary 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions |
How AI can help adviser compliance – AIFA2024 Plenary 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions |
The role of AI in client onboarding – AIFA2024 Plenary 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions |
AIFA2024 – Keynote Speech 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions |
Embedding Technology to automate Consumer Duty – July Forum Recap 25th July 2024 | AdviceTech Forum, Events |
CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning 23rd July 2024 | Advice Tech Hub, Adviser Software Systems, Client Portals |
Artificial Intelligence – AI Tools & Services – Conquest Planning 23rd July 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING 23rd July 2024 | Advice Tech Hub, Adviser Software Systems |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Zocks 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Your Stake 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Unitifi 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Responsive AI 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – InterGen Data 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Fintello 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Recordsure 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Yainvest 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Twenty7tec 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Philip Calvert 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – IntellectAI 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Hub Financial Solutions 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Conquest 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – CISI 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – BAT Software 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Multiply 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – CodePan 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Aveni 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
Mortgage Practice Management Systems – Binder 16th July 2024 | Advice Tech Hub, Adviser Software Systems, Mortgage Practice Management Systems |
Artificial Intelligence – AI Tools & Services – Saturn 16th July 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Zack Kass & James Rhodes on the future – MIC US 24 11th July 2024 | Events, External Conferences, MorningStar |
Is AdviceTech the future of the platforms? – June Forum Recap 28th June 2024 | AdviceTech Forum, Events |
Artificial Intelligence – AI Tools & Services – Recordsure 21st June 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Client Engagement Tool: Ammonite Goal Mapper 20th June 2024 | Advice Tech Hub, Adviser Software Systems |
AI Tools & Services – Multiply.ai 20th June 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
CLIENT PORTALS SUPPLIER/SOFTWARE: 360 lifecycle 20th June 2024 | Advice Tech Hub, Adviser Software Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: 360 lifecycle 20th June 2024 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: plannr 19th June 2024 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr 19th June 2024 | Advice Tech Hub, Adviser Software Systems |
Digital Relationship Management – What does the future of client engagement look like and how can firms start to prepare for this now? 3rd June 2024 | AdviceTech Forum, Events |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Defaqto Engage 29th May 2024 | Advice Tech Hub, Adviser Software Systems |
PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage 26th May 2024 | Advice Tech Hub, Adviser Software Systems |
Revolutionising Wealth Management: Key Lessons and Predictions from Top AI Experts 24th May 2024 | Events, Wealthstack |
Unlocking Prosperity: How the UK Advice Market Is Defying Challenges to Pave a Profitable Future 21st May 2024 | Events, MorningStar |
Charity, Foundation & Estate Planning – PhilanthPro 20th May 2024 | Advice Tech Hub, Adviser Software Systems, Estate Planning |
QUOTATION PORTALS SUPPLIER/SOFTWARE: iPipeline SolutionBuilder 20th May 2024 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage 20th May 2024 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Tolerisk® 20th May 2024 | Advice Tech Hub, Adviser Software Systems |
Electronic Signature & Document Processing Supplier/Software: iPipeline Alphatrust 20th May 2024 | Advice Tech Hub, Adviser Software Systems |
RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage 5th May 2024 | Advice Tech Hub, Adviser Software Systems |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Defaqto Engage 1st May 2024 | Advice Tech Hub, Adviser Software Systems |
