What does leading edge adviser technology look like and other key analysis of AdviceTech
First this week I want to highlight our next Investment Forum on Tuesday 23rd November at 11am. ...
Category: Topics
A fantastic awards afternoon and everything else that happened this week
On AdviserSoftware.com we began the week with our analysis of AdviceObjects practice management...
How to build an advice firm that can maximise the opportunities of the next decade
Over the next year AdviserSoftware.com will increasingly focus on how advice firms can prepare...
Something for everybody, updates on eight fascinating technology propositions
My summary today comprises all the content we have shared via AdviserSoftware.com over the last...
How to grow the Income Protection market and this week’s look at industry technology and workplace benefits
As it is Income Protection Awareness Week, for the last five days we have dedicated Protection...
Some light weekend reading on Industry Technology, Protection and Workplace Benefits
It was a busy week on our AdviserSoftware.com with some very big names under the spotlight. Adam...
Helping advisers prepare their businesses for the future and catching up on our analysis from last week
This week was a great week for industry discussions on innovation. The Personal Finance Society...
How facial recognition may transform risk profiling and what can we learn from Dead Happy
On Wednesday Adam Flowers insight looked at a very different risk profiling system and wealth...
Another busy week at AdviserSoftware.com
Another busy week across our various websites, starting with AdviserSoftware.com where on Monday...
Will emerging vaccines for HIV and cancer transform the savings industry, plus the rest of the week on AdviserSoftware.com and our other sites
In what was generally a quiet week for news, certainly in our industry, one story really caught my...
Analysis Portal
Weekly Roundups What does leading edge adviser technology look like and other key analysis of AdviceTech First this week I want to highlight our next Investment Forum on Tuesday 23rd November at 11am. The discussion will centre...
A summary of our AdviceTech analysis this week and other FTRC activity
This week Adam Flowers has examined two relatively new propositions PortfolioMetrix looking at the...
Adviser Technology and Me
Having worked in financial services for over 9 years (predominately as a paraplanner) I can relate...
Big news for Iress users and a week of looking at outstanding adviser tech propositions
While the lead industry story this week may have been Scottish Widows acquisition of Embark, there...
A week in Adviser Technology looking at systems old and new
Thanks for joining me for the second of my weekly round ups of the things people need to know in...
Ian McKenna’s “Advice Tech Highlights”
Welcome to the first of my regular weekly blogs about the new content and analysis available from...
Consumers and ESG: April Investment Forum Part 3
This is the final post in our series covering the discussions from our April Investment Forum on...
Putting ESG Solutions into Practice: April Investment Forum Part 2
Our April Investment Forum focused on how technology can help advisers adapt to ESG regulation,...
ECOSYSTEMS – Financial & Retirement Planning
Software Supplier 7iM Website www.7im.co.uk Software Supplier NaviPlan by Advicent Website...
ECOSYSTEMS – PORTFOLIO ANALYSIS
Software Supplier Clever Adviser Website www.cleveradviser.com Software Supplier Defaqto Website...
ECOSYSTEMS – PORTFOLIO REBALANCING
Software Supplier NaviPlan by Advicent Website advicentsolutions.com Software Supplier Dynamic...
Ecosystems – Product Research
Software Supplier Clever Adviser Website www.cleveradviser.com Software Supplier CoInvestor...
ECOSYSTEMS – CASHFLOW MODELLING
Software Supplier 7iM Website www.7im.co.uk Software Supplier NaviPlan by Advicent Website...
ECOSYSTEMS – Client Portal
Software Supplier 360 Dotnet Website www.360dotnet.co.uk Software Supplier 7iM Website...
ECOSYSTEMS – LEAD GENERATION TRACKERS
Software Supplier Adviser.ai Website adviser.ai Software Supplier Contact State Website...
ECOSYSTEMS – RESEARCH SYSTEMS
Software Supplier CIExpert Website ciexpert.uk Software Supplier Defaqto Website www.defaqto.com...
ECOSYSTEMS – QUOTATION PORTALS
Software Supplier iPipeline Website uk.ipipeline.com Software Supplier Iress Website www.iress.com...
ECOSYSTEMS – EQUITY RELEASE SYSTEMS
Software Supplier Advise Wise Website advisewise.com Software Supplier Answers In Retirement...
ECOSYSTEMS – MORTGAGE APPLICATION
Software Supplier Iress Website www.iress.com Software Supplier Mortgage Brain Website...
ECOSYSTEMS – MORTGAGE AFFORDABILITY
Software Supplier Account Score Website www.accountscore.com Software Supplier Castlight Website...
ECOSYSTEMS – MORTGAGE SOURCING SYSTEMS
Software Supplier Castlight Website castlightfinancial.com Software Supplier Iress Website...
ECOSYSTEMS – MORTGAGE PRACTICE MANAGEMENT SYSTEMS
Software Supplier 360Dotnet Website 360dotnet.co.uk Software Supplier eKeeper Website...
ECOSYSTEMS – REGTECH
Software Supplier Apricity Compliance Website apricitycompliance.co.uk Software Supplier BAT...
ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS
Software Supplier Adviser Cloud Website advisercloud.co.uk Software Supplier Assyst Software...
ECOSYSTEMS – RISK PROFILING
Software Supplier A2Risk Website www.a2risk.com Software Supplier Be-IQ Website beiq.co.uk...
7IM’s new and improved website
In its ongoing commitment to deliver an unrivalled experience 7IM recently decided to review and...
Advice Tech Hub
Ecosystems
Highlights from:
