Category: EATT2020 Conference Sessions

EATT 2020 Keynote: Ian McKenna – How financial planning will evolve from an art to a science

EATT 2020 Plenary Session 1: Practice Management Systems & Platforms – How they interact

EATT 2020 Plenary Session 2: Client Portals, Open Banking & Pensions Dashboards – Building stronger client relationships

EATT 2020 Plenary Session 3: How Artificial Intelligence is Becoming Part of Financial Advice

EATT 2020 Plenary Session 4: Ensuring Secure Communications

EATT 2020 Plenary Session 5: Portfolio Management/MiFID Reporting

EATT 2020 Keynote: Ian McKenna – How Should Your Technology Roadmap Change in 2020

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