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Empowering Advice Through Technology (#EATT19) Disturbance Demo: 7IM – My Future

Posted by | May 23, 2019 | , | 0 |

BEST IN SHOW WINNER

Peter Wyatt, Head of Platform demonstrates the 7IM cashflow planning tool “My Future” which is not only based on thoroughly tested actuarial methodology but just as critically has put client engagement at its core.

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About The Author

Robert Quartey

With a Biological science degree, Robert joined the Financial services industry in 2014. Whilst sourcing and managing the IT estate for a Financial Advisory Firm, Robert has acquired a deeper working knowledge of Fintech and the management skills that are required for organisational change. Robert joined FTRC in June 2018 and works alongside Adam with research on protection and Adviser Software. Outside of work, Robert loves keeping active, watching pretty much every sport known to man and follows Manchester United Football Club.

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