Research Consultant at @f_trc #AdviserTech, #WealthTech & #Fintech @advisersoftware - All you need to know about software for financial advisers, in one place.
London, England
Joined April 2020
- Tweets213
- Following1.3K
- Followers412
- Likes107
Our February #AdviceTech Forum focuses on #ConsumerDuty. Join industry veterans and other #advisers as we discuss:
The impact of Consumer Duty, how #customerengagement is evolving & the requirements this raises for #tech vendors, #platforms & #providers
advisersoftware.com/join-our…
Recap our December #AdviceTech forum where our panel of experts discussed #LettersofAuthority. Hear about the challenges #advisers face when working with them and how #technology can help
#financialservices #WealthManagement #fintech #wealthtech #LOA
advisersoftware.com/letters-…
An all-in-one #customer experience, #advice and client engagement #platform. @Lumiant_io helps firms better understand their #clients personal lives to support their #financial ones.
#financialservices #financialplanning #fintech #wealthtech #tech #IFA
advisersoftware.com/marketin…
Have you seen our #EATT2023 agenda? 🗓
Bringing you: an #exhibition of 20+ #software vendors,
a ‘hot topics’ #conference programme, live ‘battle of the #tech’ 8-minute #demos, and countless #networking opportunities
Don't miss out! Get your tickets here: advisersoftware.com/eatt2023…
Please share your #thoughts on the #systems you currently use and how you would like to see them improve. This can help #advisers have a better understanding of what different systems can & can’t do
#survey #Feedback #fintech #wealthtech #financialplanning advisersoftware.com/adviser-…
Kickstart your 2023 by joining our #January #AdviceTech Forum! 100% free for #Advice Firms.
Learn how fellow #advisers and industry experts manage customer #data to serve their #clients better.
#financialplanning #WealthManagement #wealthtech #tech #IFA
advisersoftware.com/join-our…
Supported by @AdviserFidelity and new to the UK, @ConquestPlanInc blends #cashflowmodelling and #goalsbased planning to provide #advisers with a projection of their clients future earnings, expenditures and #networth
#financialplanning #fintech #wealth
ow.ly/SWY250MhigO
How can we keep clients #secure with #cybersecurity in a dangerous world? @RaffertyAnthony (@Origo_Services) Angus Jones (@clarityglobal) & @nickharper66 (@plannrcrm) discuss steps advisers can take to protect #clients themselves & their #firms from risks.
lnkd.in/eecnKAuf
The @BatSoftware system offers IFAs, Building Societies, #Mortgage Brokers, #Compliance Businesses and Consumer Credit firms a #RegTech compliance tool that also delivers #ClientPortal and HR Intranet functionality
#financialservices #fintech #wealthtech
advisersoftware.com/regtech-…
Delivering an end to end #advice & #investment management process
See @RayNiche & @SteveMitchellFE (@FEfundinfo), Dave Newick (@ArkenLegal) & @TimSargisson the then CEO of @sandringhamfp discuss how #technology can support every step of the advice process advisersoftware.com/eatt-202…
How will #technology transform #financialadvice by 2025?
@ianmckennaftrc's keynote presentation from #EATT2022 explored why we have reached the tipping point where the default approach to financial advice must become #digital
#financialplanning #fintech
advisersoftware.com/eatt-202…
The @Redington #FinTech Platform 'Ada Fintech' is an #investment research management tool that provides #data and document #management capabilities to support both #wealth advisers and #pension schemes
#fintech #fintechnews #tech
Read our analysis here:
advisersoftware.com/research…
Our #AdviceTech Hub gives you access to unparalleled information about #technology developments in the #advice market
The service allows you to easily access detailed information on the different types of #software available and their key functionality
advisersoftware.com/advice-t…
Our #CyberSecurity hub will help you understand potential cyber issues and what you can do about them
Supplementing our papers are checklists to help distil the information & understand what is cyber security #bestpractice
#cybersecuritytips #CyberAttack
advisersoftware.com/csm22-cy…
Have you read our detailed report exploring the @ConquestPlanInc service? We investigate how it can be used to enable #advisers to support different types of clients/consumers in different ways.
Advisers can access the report for #FREE by clicking below! advisersoftware.com/reports/…
There is now only 50 days to go until #EATT2023! Still debating whether or not to get a #ticket?
92% of delegates at EATT2020 said the event had changed their thinking about industry #tech and how to get the best out of it
#Tickets can be purchased here
advisersoftware.com/eatt2023…
At our November #AdviceTech forum we heard from Liam Hall (@ChasedeVere), James Richardson (Skerrits) & James Hutchinson (@Aegon) discuss how they are addressing their #customer servicing activity through the best use of #technology. Session recap below:
advisersoftware.com/are-you-…
We’d love to hear your thoughts on the #systems you use each day.
Adding your #feedback will help even more #advisers find the right #tech for them, and shape the next wave of #solutions being provided.
#fintech #WealthManagement #financialplanning #IFA
advisersoftware.com/adviser-…
Have you registered for our upcoming #AdviceTech forum yet? The topic for our December Forum will be Letters of Authority, the Benefits & Challenges of #Unipass LoA adoption
#fintech #FinTechNews #financialplanning #financialadvice #paraplanner #adviser#
advisersoftware.com/join-our…