Adviser Software
  • Discover New Tech
    • AI Tools & Services
    • Wealth Systems
    • Mortgage Systems
    • Protection Systems
    • Ecosystem
  • Rate Your Systems
    • Adviser Tech Survey
    • Mortgage & Protection Survey
  • Events
    • Join Our Next Forum
    • Previous Forums
    • CDA Tech Forum
    • AI in Financial Advice
    • Empowering Advice Through Technology
    • External Conferences
  • Our Views
  • Directory
  • Careers

Select Page

What do Advisers Want from their Tech? AdviceTech Forum Part 1

Posted by Emma Iskowitz | Feb 15, 2022 | AdviceTech Forum | 0 |

What do Advisers Want from their Tech? AdviceTech Forum Part 1

Share:

Rate:

PreviousWhy don’t platforms, asset managers and insurers understand how advisers want to use data with their clients?
NextHow can Technology Support the Relationship Between Advisers and Clients? AdviceTech Forum Part 2

About The Author

Emma Iskowitz

Emma Iskowitz

Originally from New Jersey, Emma previously worked as a writer, researcher, content creator and podcast producer for fintech consulting firm Ezra Group LLC. Emma graduated from London Contemporary Dance School in July 2020, and alongside her work at FTRC she is also pursuing a career in contemporary dance.

Related Posts

Digital Relationship Management – What does the future of client engagement look like and how can firms start to prepare for this now?

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

Advisers’ Questions About ESG Answered by Industry Experts

Advisers’ Questions About ESG Answered by Industry Experts

23rd September 2020

Adviser Firm Tech Strategy 2024 and beyond – Decemeber Forum Recap

Adviser Firm Tech Strategy 2024 and beyond – Decemeber Forum Recap

10th January 2024

Consumer Duty: Taking a look at how tech firms are helping advisers to capture data and report to the FCA – September Forum

Consumer Duty: Taking a look at how tech firms are helping advisers to capture data and report to the FCA – September Forum

18th October 2023

User Details

Login or Register

Adviser Tech & AI – Monthly Guide

EATT Conferences

Technology Research Studies

Discover New Tech

Destination Retirement

Join Next Our Forum

External Conference Insights

An  website

The Financial Technology Research Centre Limited trading as Financial Technology Research Centre.

Registered office: 14 Halifax Court, Fernwood Business Park, Balderton, Newark NG24 3JP

Registered in England No. 02484495

Designed by Elegant Themes | Powered by WordPress

  • Meet The Team
  • Privacy Notice
  • Terms & Conditions
  • Timeline
  • Contact Us
We use cookies to track usage of our website using Google Analytics. Click here to opt-out.