Our monthly online Investment Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes. We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions. Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.

Our November session will run on Tuesday, November 23rd 2021 from 11 am to 12 pm through Microsoft Teams and will centre aroundadvances in investment service advice being delivered in the US and Australia using advice tech: 

  • It will feature a look at one of the most exciting new financial technology systems in the world from InterGen Data which recently won third place at the UBS Future of Finance 2021 challenge. 
  • Also, Finocomp from Australia will explain what they are trying to achieve with their Cobalt CGT calculation tool, MPM model portfolio management service for financial advisers and DFMs and their Insight Portfolio Performance tool.