Tag: adviser software

Ian McKenna’s “Advice Tech Highlights”

Posted by Ian McKenna | Jul 16, 2021 | Weekly Roundups |

Welcome to the first of my regular weekly blogs about the new content and analysis available from...

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How InvestSuite are using algorithms to make reports clearer

Posted by Adam Flowers | Jun 14, 2021 | Artificial Intelligence, Insights, Investment, Report Generation Software, Smart Systems, System Review |

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How the OPAL Planning tool helps achieve client goals

Posted by Adam Flowers | Apr 28, 2021 | Cash Flow Modelling, Insights, Portfolio Analysis, Portfolio Rebalancing, Retirement Planners, Risk Profiling, System Review |

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The end-to-end platform aiming to help advisers recommend, process and review

Posted by Adam Flowers | Mar 19, 2021 | Client Portals, Insights, Platforms, System Review, Wealth Practice Management Systems |

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Have 7IM just delivered the best financial planning software user experience ever?

Posted by Ian McKenna | Feb 12, 2021 | Cash Flow Modelling, Insights, Platforms, Retirement Planners, System Review |

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