Tag: fintech

Wealth Practice Management System – Ningi

Posted by Darren Madden | Dec 3, 2024 | Adviser Software Systems, AI Tools & Services, Wealth Practice Management Systems

HIGH-LEVEL FUNCTIONALITY This content is restricted Please contact us here to gain access...

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Hybrid Advice – September Forum Recap

Posted by Jessie Leworthy | Oct 1, 2024 | AdviceTech Forum, Events |

Hybrid Advice – September Forum Recap This month we discussed, ‘Hybrid Advice’....

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How advisers can get more out practice management systems

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

Our focus at the beginning of the week on Advisersoftware.com was Wealth Practice Management...

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If You Can’t Buy It, Make It: Highlights from the February AdviceTech Forum

Posted by Emma Iskowitz | Mar 8, 2022 | AdviceTech Forum, Events |

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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...

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