Tag: financial adviser

EVPro and a chance to tell us what you think of your Cashflow planning software

Posted by Ian McKenna | Feb 18, 2022 | Weekly Roundups |

This week on AdviserSoftware.com, the team are featuring the latest from EVPro’s tool set. Their...

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 November AdviceTech forum we will be discussing ‘Consumer Duty...

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...

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