Major platform integration enhancements and adopting leading edge Amazon technology ā the detailed news from #CTG2020
Enhanced platform integrationĀ capabilitiesĀ and use of leading-edge Amazon technologyĀ to support a...
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Posted by Ian McKenna | Nov 4, 2020 | Change the Game, Client Portals, Events, Insights, Integrations, intelliflo, Mortgage Practice Management Systems, Open Banking, Personal Financial Management, System Review, Wealth Practice Management Systems |
Enhanced platform integrationĀ capabilitiesĀ and use of leading-edge Amazon technologyĀ to support a...
Read MorePosted by Ian McKenna | Sep 23, 2020 | Insights, intelliflo, Mortgage Practice Management Systems, Open Banking, System Review, Wealth Practice Management Systems |
āIntellifloās move into Open Banking represents a step forward in the way that people are able to...
Read MorePosted by Ian McKenna | Sep 16, 2020 | Events |
Future of FinTech:Ā November 16-18, 2020 Global Livestream Experience Its all change for 2020, where CB Insights are holding a fully virtual event on the “Future of Fintech”.Ā The conference will take place over three...
Read MorePosted by Ian McKenna | Aug 11, 2020 | Investment, Mortgage Practice Management Systems, Wealth Practice Management Systems |
A practice management system,Ā used effectively,Ā should be theĀ coreĀ operating system for a modern...
Read MorePosted by Ian McKenna | Jul 30, 2020 | Cash Flow Modelling, Financial Planning, Investment |
When selecting any software for an adviser business it is essential to have a clear understanding...
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