Ian McKenna’s end-of-week thoughts…
Is it time for an open debate on what advisers want from Platforms? I believe strongly it is, if...
Category: Topics
‘Mind Over Markets’ – a Mike LeGassick book
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Business Performance & Operational Management Supplier/Software: FP Alpha
Performance & Operational Management Advice Tech Hub Home FP ALPHA Website www.fpalpha.com ...
New Year, New You: Set your targets and find the tech to achieve them
Our Hub has Reached New Heights… We’re starting the year strong by launching our 200th...
Training, Audits/Reviews, Cyber Insurance, Processes and Procedures Checklist
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What do Amazon and Apple’s consumer personal finance plays mean for advisers, platforms and asset managers?
This content is restricted Please contact us here to gain access:...
Training, Audits/Reviews, Cyber Insurance, Processes and Procedures
Cyber Security Month Checklist TRAINING, AUDITS/REVIEWS, CYBER INSURANCE, PROCESSES AND PROCEDURES...
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Cyber Security Month IT Provision & Controls IT PROVISION AND CONTROLS – CHECKLIST IT...
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Cyber Security Hub
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What parts of your business are you looking to digitise?
To kick off the week on AdviserSoftware.com, we looked at how BrokerIQ is supporting...
The one-day investment that can help you make better tech decisions
With less than a week to go until our Empowering Advice Through Technology (#EATT) conference, we...
Exploring the FCA Consumer Duty Paper & EATT Discount Code
AdviserSoftware.com Earlier this week we provided further information about our upcoming...
This week’s highlights from AdviserSoftware.com and our other sites
This week, while Ian is in Florida for the LIMRA Life Insurance Conference, I will be summarising...
Assessing suitability and automating investment advice
This week, while Ian is on vacation, it’s my time to provide our AdviserSoftware.com weekly...
Everything we covered this week on AdviserSoftware.com
With just under 2 months to go before our Empowering Advisers Through Technology (EATT)...
What can different client portals offer advisers?
On Advisersoftware.com we started by highlighting our analysis of the new client portal from...
How advisers can get more out practice management systems
Our focus at the beginning of the week on Advisersoftware.com was Wealth Practice Management...
International Women’s Day and our AdviceTech Forum
Ian is currently in Las Vegas for the iPipeline Connections conference, so it’s my turn to...
How do you rate the technology you use, and does it enhance your client relationships?
We started the week on AdviserSoftware.com with a look back at Part 2 of our January AdviceTech...
Growing an understanding of what advisers want from technology
We started the week on AdviserSoftware.com with a look back at Part 1 of our January AdviceTech...
EVPro and a chance to tell us what you think of your Cashflow planning software
This week on AdviserSoftware.com, the team are featuring the latest from EVPro’s tool set. Their...
Why don’t platforms, asset managers and insurers understand how advisers want to use data with their clients?
Is it time to take a fresh look at how data is shared with advisers? Much of our week at...
A new service to help advisers better understand how different software systems compare plus the rest of our analysis for the week
This week on AdviserSoftware.com we launched a new service to help advisers make better decisions...
An introduction to Advice Objects and can microservices transform adviser reporting?
AdviserSoftware.com started the week with a catch up on the key learnings from Tim Williams of...
Wealth of new announcements and detailed analysis from AdviserSoftware.com
AdviserSoftware.com started the week by highlighting our analysis on the Synaptic Product &...
Have your say on what platforms, pensions and savings providers should offer in 2022
I am going to begin my summary of the week by highlighting our January Advice Tech Forum. This...
The key subjects we covered this week plus some key data from Protection Guru
The turn of a year is a great time to look back and review what has gone on in the previous twelve...
Ian McKenna’s roundup of the tech analysis from this week
On AdviserSoftware.com we began the week with a look back at the first two parts of the discussion...
Are you an adviser who wants to put technology at the heart of their business? This week on AdviserSoftware.com
I’m going to start my summary this week by pointing out that today is the last day to get the...
A summary of the latest analysis and news from AdviserSoftware.com
We Started the week examining Synaptic Analyser, a retirement income analysis and drawdown product...
The 2022 conference for advisers who want to get the best out of technology, and a great end of year Forum. All you need to know from our websites over the last week.
Our AdviserSoftware.com site started the week examining Defaqto Engage and how the service...
The Advice Tech solutions highlighted this week and other FTRC activity
On Monday, we started by highlighting Twenty7Tec SOURCE, a system that helps users source...
Empowering Advice Through Technology is back and everything else from this week
With Ian taking a well-earned break, I am delighted to round things up this week and share the...
Advanced news on a look at some of the most exciting advice tech from America and Australia plus other tech analysis from this week
AdviserSoftware.com this week: Monday’s insight looked at Synaptic Modeller and its capabilities...
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. ...
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...
Cyber Security Strategies: September AdviceTech Forum Part 3
This is the final post in our series documenting the discussions from our September Investment...
Balancing Security and Usability: September AdviceTech Forum Part 2
This is the second post in our series recounting the in-depth conversation on Cyber Security from...
The Core Rules of Cyber Security: September AdviceTech Forum Part 1
This is the first part of our series bringing you the fantastic discussions from our September...
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...
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