Month: December 2023

Adviser Tech Survey

Posted by Darren Madden | Dec 12, 2023 | Advice Tech Hub

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The Cashflow Planning Debate – discussing the evolution of cashflow planning and how that has become a core feature of advice for advisers and clients – November forum recap

Posted by Jessie Leworthy | Dec 6, 2023 | AdviceTech Forum, Events |

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Artificial Intelligence – AI Tools & Services – SIFA AI

Posted by Darren Madden | Dec 1, 2023 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services

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Client Portal – Twenty7tec – FINPLAN

Posted by Darren Madden | Dec 1, 2023 | Advice Tech Hub, Adviser Software Systems, Client Portals

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Wealth Practice Management System – Twenty7tec FINPLAN

Posted by Darren Madden | Dec 1, 2023 | Advice Tech Hub, Adviser Software Systems, Wealth Practice Management Systems

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