FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PL... Posted by Darren Madden | Feb 3, 2025 | Advice Tech Hub, Cash Flow Modelling
CLIENT ENGAGEMENT TOOL – INZUZO Posted by Darren Madden | Jan 29, 2025 | Advice Tech Hub, Client Engagement
QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions... Posted by Darren Madden | Jan 29, 2025 | Advice Tech Hub, Adviser Software Systems
CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER Posted by Darren Madden | Jan 28, 2025 | Advice Tech Hub, Adviser Software Systems
Technology to support IHT – Forum Recap Posted by Jessie Leworthy | Jan 22, 2025 | AdviceTech Forum, Events
Business Performance & Operational Management Supplier/... Posted by Darren Madden | Dec 23, 2024 | Adviser Software Systems
Artificial Intelligence – AI Tools & Services ... Posted by Darren Madden | Dec 23, 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services
CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANC... Posted by Darren Madden | Dec 23, 2024 | Advice Tech Hub, Adviser Software Systems
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PL... Posted by Darren Madden | Dec 23, 2024 | Advice Tech Hub, Adviser Software Systems
CLIENT PORTALS SUPPLIER/SOFTWARE: VoyantGo & Snapshot Posted by Darren Madden | Dec 23, 2024 | Advice Tech Hub, Adviser Software Systems
Artificial Intelligence – AI Tools & Services – Unitifi... Posted by Darren Madden | Dec 23, 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services
Consumer Duty 18 months in – December forum recap Posted by Jessie Leworthy | Dec 17, 2024 | AdviceTech Forum, Events
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PL... Posted by Darren Madden | Dec 16, 2024 | Advice Tech Hub, Adviser Software Systems
CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects Posted by Darren Madden | Dec 16, 2024 | Advice Tech Hub, Adviser Software Systems
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Advice... Posted by Darren Madden | Dec 16, 2024 | Advice Tech Hub, Adviser Software Systems
Wealth Practice Management System – Ningi Posted by Darren Madden | Dec 3, 2024 | Adviser Software Systems, AI Tools & Services, Wealth Practice Management Systems
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Qwil Messeng... Posted by Darren Madden | Nov 29, 2024 | Advice Tech Hub, Adviser Software Systems
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPP... Posted by Darren Madden | Nov 29, 2024 | Advice Tech Hub, Adviser Software Systems
CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo Posted by Darren Madden | Nov 29, 2024 | Advice Tech Hub, Adviser Software Systems
Setting your Tech strategy for 2025… November forum re... Posted by Jessie Leworthy | Nov 27, 2024 | AdviceTech Forum, Events
Accelerating client recommendations & reviews using AI – AIFA2024 Plenary by Darren Madden | Jul 30, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions
How AI can help adviser compliance – AIFA2024 Plenary by Darren Madden | Jul 30, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions
The role of AI in client onboarding – AIFA2024 Plenary by Darren Madden | Jul 30, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions
AIFA2024 – Keynote Speech by Darren Madden | Jul 30, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Zocks by Darren Madden | Jul 19, 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos
Masterclass: Things you must do for cyber security by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
What will the winners and losers look like in the platform market – Plenary by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
The Increasing use of cashflow planning in financial services – Plenary by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
The future of client portals/digital engagement – Plenary by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
When/How will AI impact financial advice? – EATT2024 Plenary by Darren Madden | Feb 20, 2024 | EATT 2024, EATT24 Conference Sessions
Consumer Duty 18 months in – December forum recap by Jessie Leworthy | Dec 17, 2024 | AdviceTech Forum, Events
Setting your Tech strategy for 2025… November forum recap by Jessie Leworthy | Nov 27, 2024 | AdviceTech Forum, Events
Artificial Intelligence in Financial Advice – Forum discussion by Jessie Leworthy | Oct 22, 2024 | AdviceTech Forum, Events
Demo’s from Nitrogen’s Fearless Investing 2024 by Jessie Leworthy | Nov 26, 2024 | Events, External Conferences
“Find a need, Fill a need” With Laine Schoneberger by Jessie Leworthy | Nov 7, 2024 | Events, External Conferences
