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-advic…

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-tech-r…

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-being-…

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-ticke…

Have you read our detailed report exploring the Conquest Planning Inc. 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/conque…

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-cyber-se…

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-tech-hu…

Have you got your #EATT2023 ticket yet? With January just around the corner be sure not to miss out From an exhibition of 20+ #software vendors to live ‘battle of the #tech’ 8-minute #demos there is plenty to explore Get your #ticket before time runs out advisersoftware.com/eatt2023-ticke…

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-syste…

How will #technology transform #financialadvice by 2025? Ian McKenna'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-2022-keyn…

Delivering an end to end #advice & #investment management process See Ray Adams & Stephen Mitchell (FE fundinfo), Dave Newick (Arken.legal) & Tim Sargisson the then CEO of SandringhamFP discuss how #technology can support every step of the advice process advisersoftware.com/eatt-2022-plen…

The BAT Software Ltd 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-suppli…

How can we keep clients #secure with #cybersecurity in a dangerous world? Anthony Rafferty (Origo_Services) Angus Jones (Lexa) & nick harper (Plannr CRM) discuss steps advisers can take to protect #clients themselves & their #firms from risks. lnkd.in/eecnKAuf

Supported by @AdviserFidelity and new to the UK, Conquest Planning Inc. 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

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-advic…

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-tech-r…

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-ticke…

An all-in-one #customer experience, #advice and client engagement #platform. Lumiant helps firms better understand their #clients personal lives to support their #financial ones. #financialservices #financialplanning #fintech #wealthtech #tech #IFA advisersoftware.com/marketing-and-…

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-of-aut…

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-advic…