Tag: wealth advisers

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...

A new service to help advisers better understand how different software systems compare plus the rest of our analysis for the week

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...

Register here to join the debate

Posted by Adam Flowers | Feb 4, 2022 | AdviceTech Forum, Events

JOIN THE DEBATE During our November AdviceTech forum we will be discussing ‘Consumer Duty...

Analysis Portal

Posted by Adam Flowers | Aug 13, 2021 | Topics

Latest Insights Wealth Practice Management System – Ningi Read More REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai Read More PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr – Noxai Read More CLIENT PORTALS...

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...

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