Tag: adviser software systems

Analysis Portal

Posted by Adam Flowers | Aug 13, 2021 | Topics

Latest Insights FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FUZE Read More Wealth Practice Management System – Ningi Read More REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai Read...

A summary of our AdviceTech analysis this week and other FTRC activity

Posted by Ian McKenna | Aug 13, 2021 | Weekly Roundups |

This week Adam Flowers has examined two relatively new propositions PortfolioMetrix looking at the...

Adviser Technology and Me

Posted by Adam Flowers | Aug 6, 2021 | Weekly Roundups |

Having worked in financial services for over 9 years (predominately as a paraplanner) I can relate...

Big news for Iress users and a week of looking at outstanding adviser tech propositions

Posted by Ian McKenna | Jul 30, 2021 | Weekly Roundups |

While the lead industry story this week may have been Scottish Widows acquisition of Embark, there...

A week in Adviser Technology looking at systems old and new

Posted by Ian McKenna | Jul 23, 2021 | Weekly Roundups |

Thanks for joining me for the second of my weekly round ups of the things people need to know in...

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