Tag: advice tech hub

Why don’t platforms, asset managers and insurers understand how advisers want to use data with their clients?

Posted by Ian McKenna | Feb 11, 2022 | Weekly Roundups |

Is it time to take a fresh look at how data is shared with advisers? Much of our week at...

Posted by Ian McKenna | Feb 4, 2022 | Weekly Roundups |

This week on AdviserSoftware.com we launched a new service to help advisers make better decisions...

JOIN THE DEBATE During our February AdviceTech Forum we will be discussing, ‘Data...

Posted by Ian McKenna | Jan 14, 2022 | Weekly Roundups |

I am going to begin my summary of the week by highlighting our January Advice Tech Forum. This...

Discover the latest technology shaping the advice industry. Our AdviceTech Hub provides insights...

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