New Year, New You: Set your targets and find the tech to achieve them

Posted by Jack Easter | Jan 6, 2023 | Weekly Roundups | 0 |

Our Hub has Reached New Heights…

We’re starting the year strong by launching our 200th Analysis!

Our Advice Tech Hub now contains an analysis of over 200 solutions tailor-made to help advisers and their customers. Take a look now and find the tech to suit your unique needs.

Spotlight: Conquest Planning

New to the UK, Conquest Planning blends cash flow modelling and goals-based planning to provide advisers with a projection of their client’s future earnings, expenditures and net worth.

Supported by Fidelity Adviser Solutions, Conquest illustrates how a client’s goals may fluctuate based on various scenarios and assumptions.

January Forum

Kickstart your 2023 by joining our January Forum! 100% free for Advice Firms.

Learn how fellow advisers and industry experts manage customer data to serve their clients better.

About The Author

Jack Easter

Jack joins us from the Blue14 group of companies, where he worked with prosperous start-ups to build their operations from the ground up. During his time there, Jack looked after various key accounts, including taking the lead on management of the fintech portfolio, and managed growth campaigns for multiple UK and US financial apps. Jack joins the FTRC team to maintain the Digital Wealth Insights report and help continue its growth. Outside the office, Jack enjoys refining his cooking skills and keeping up with his calisthenics. Jack is also a long-distance cyclist, and recently completed a cross-county Brighton to Liverpool bike ride.