Author: Ian McKenna
Future of Fintech – global livestream event from CB Insights
Posted by Ian McKenna | Sep 16, 2020 | Events |
Future of FinTech: 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”. The conference will take place over three...
Read MoreAdviser Practice Management Systems – who’s who, old and new
Posted by Ian McKenna | Aug 11, 2020 | Investment, Mortgage Practice Management Systems, Wealth Practice Management Systems |
A practice management system, used effectively, should be the core operating system for a modern...
Read MoreFinancial Planning Software – things you need to know
Posted 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...
Read MoreWhat are the benefits and other things to think about
Posted by Ian McKenna | Mar 31, 2020 | Virtual Meetings |
Reducing the cost of travel How much does the monthly licence cost compare with the cost of...
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