AI Tools & Services – Engage Smarter 11th November 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
“Find a need, Fill a need” With Laine Schoneberger 7th November 2024 | Events, External Conferences |
Peer Advice for getting the most out of Wealth Management AI Tools 4th November 2024 | Events, External Conferences |
REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai 4th November 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services, Report Generation Software |
AI Visionaries: Innovating the Future of Wealth Management 4th November 2024 | Events, External Conferences |
Business Performance & Operational Management Supplier/Software: Hubly 4th November 2024 | Advice Tech Hub, Adviser Software Systems |
Artificial Intelligence and Data with Oleg Tishkevich 4th November 2024 | Events, External Conferences |
Charity, Foundation & Estate Planning/Software: HeirWealth 4th November 2024 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: HOURGLASS – TIPS 1st November 2024 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Bucket Bliss 1st November 2024 | Advice Tech Hub, Adviser Software Systems |
Gaining AI Superpowers – How AI is Impacting the World and the way we work 31st October 2024 | Events, External Conferences |
AI in Action – Current Tools & Future Trends in Wealth Management 29th October 2024 | Events, External Conferences |
Streamlining Adviser Productivity & Client Engagement using Automation & AI featuring Salesforce 28th October 2024 | Events, External Conferences |
Artificial Intelligence in Financial Advice – Forum discussion 22nd October 2024 | AdviceTech Forum, Events |
Business Performance & Operational Management Supplier/Software: Zerokey 30th September 2024 | Advice Tech Hub, Adviser Software Systems |
Client Engagement Supplier/Software: Mortgage Wallet 30th September 2024 | Advice Tech Hub, Adviser Software Systems, Client Engagement |
Artificial Intelligence – AI Tools & Services – Otto 27th September 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – Finny 27th September 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr – Noxai 27th September 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services, Portfolio Analysis |
Artificial Intelligence – AI Tools & Services – Intellect AI 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – Unitifi 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – Zocks 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – YourStake 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – Yainvest 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – fintello 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Accelerating client recommendations & reviews using AI – AIFA2024 Plenary 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions |
How AI can help adviser compliance – AIFA2024 Plenary 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions |
The role of AI in client onboarding – AIFA2024 Plenary 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions |
AIFA2024 – Keynote Speech 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions |
Embedding Technology to automate Consumer Duty – July Forum Recap 25th July 2024 | AdviceTech Forum, Events |
CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning 23rd July 2024 | Advice Tech Hub, Adviser Software Systems, Client Portals |
Artificial Intelligence – AI Tools & Services – Conquest Planning 23rd July 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING 23rd July 2024 | Advice Tech Hub, Adviser Software Systems |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Zocks 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Your Stake 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Unitifi 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Responsive AI 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – InterGen Data 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Fintello 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Recordsure 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Yainvest 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Twenty7tec 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Philip Calvert 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – IntellectAI 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Hub Financial Solutions 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Conquest 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – CISI 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – BAT Software 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Multiply 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – CodePan 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Aveni 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos |
Mortgage Practice Management Systems – Binder 16th July 2024 | Advice Tech Hub, Adviser Software Systems, Mortgage Practice Management Systems |
Artificial Intelligence – AI Tools & Services – Re:LOA 16th July 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Artificial Intelligence – AI Tools & Services – Saturn 16th July 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Zack Kass & James Rhodes on the future – MIC US 24 11th July 2024 | Events, External Conferences, MorningStar |
Is AdviceTech the future of the platforms? – June Forum Recap 28th June 2024 | AdviceTech Forum, Events |
Artificial Intelligence – AI Tools & Services – Recordsure 21st June 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Client Engagement Tool: Ammonite Goal Mapper 20th June 2024 | Advice Tech Hub, Adviser Software Systems |
AI Tools & Services – Multiply.ai 20th June 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
CLIENT PORTALS SUPPLIER/SOFTWARE: 360 DOTNET 20th June 2024 | Advice Tech Hub, Adviser Software Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: 360 DOTNET 20th June 2024 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: plannr 19th June 2024 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr 19th June 2024 | Advice Tech Hub, Adviser Software Systems |
Digital Relationship Management – What does the future of client engagement look like and how can firms start to prepare for this now? 3rd June 2024 | AdviceTech Forum, Events |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Defaqto Engage 29th May 2024 | Advice Tech Hub, Adviser Software Systems |
PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage 26th May 2024 | Advice Tech Hub, Adviser Software Systems |
Revolutionising Wealth Management: Key Lessons and Predictions from Top AI Experts 24th May 2024 | Events, Wealthstack |
Unlocking Prosperity: How the UK Advice Market Is Defying Challenges to Pave a Profitable Future 21st May 2024 | Events, MorningStar |
Charity, Foundation & Estate Planning – PhilanthPro 20th May 2024 | Advice Tech Hub, Adviser Software Systems, Estate Planning |
QUOTATION PORTALS SUPPLIER/SOFTWARE: iPipeline SolutionBuilder 20th May 2024 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage 20th May 2024 | Advice Tech Hub, Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Tolerisk® 20th May 2024 | Advice Tech Hub, Adviser Software Systems |
Electronic Signature & Document Processing Supplier/Software: iPipeline Alphatrust 20th May 2024 | Advice Tech Hub, Adviser Software Systems |
RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage 5th May 2024 | Advice Tech Hub, Adviser Software Systems |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Defaqto Engage 1st May 2024 | Advice Tech Hub, Adviser Software Systems |
Artificial Intelligence – AI Tools & Services – Aveni Assist 26th April 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Marketing and Client Engagement Systems Supplier/Software: Lumiant 25th April 2024 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Voyant AdviserGo 25th April 2024 | Advice Tech Hub, Adviser Software Systems |
Artificial Intelligence – AI Tools & Services – PlannerPal 23rd April 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Taking a look at the potential of AI for advice firms – March Forum Recap 3rd April 2024 | AdviceTech Forum, Events |
Business Performance & Operational Management Supplier/Software: OpenAdvice 25th March 2024 | Advice Tech Hub, Adviser Software Systems |
Marketing Systems Supplier/Software: Keychain 25th March 2024 | Advice Tech Hub, Adviser Software Systems |
AI Tools & Services – digipro.ai 25th March 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Wealthstack 2024 – Technology Solutions to Grow your Business 14th March 2024 | Events, Wealthstack |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t 27th February 2024 | Advice Tech Hub, Adviser Software Systems, Wealth Management Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado 27th February 2024 | Advice Tech Hub, Adviser Software Systems, Secure Communication Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy 27th February 2024 | Advice Tech Hub, Adviser Software Systems, Client Portals |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy 27th February 2024 | Advice Tech Hub, Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc 27th February 2024 | Advice Tech Hub, Adviser Software Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: MYWEALTHCLOUD – The Document Portal 27th February 2024 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc 27th February 2024 | Advice Tech Hub, Adviser Software Systems |
Masterclass: Things you must do for cyber security 20th February 2024 | EATT 2024, EATT24 Conference Sessions |
What will the winners and losers look like in the platform market – Plenary 20th February 2024 | EATT 2024, EATT24 Conference Sessions |
The Increasing use of cashflow planning in financial services – Plenary 20th February 2024 | EATT 2024, EATT24 Conference Sessions |
The future of client portals/digital engagement – Plenary 20th February 2024 | EATT 2024, EATT24 Conference Sessions |
When/How will AI impact financial advice? – EATT2024 Plenary 20th February 2024 | EATT 2024, EATT24 Conference Sessions |
Adviser Firm Tech Strategy 2024 and beyond – Decemeber Forum Recap 10th January 2024 | AdviceTech Forum, Events |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CENTOLOGY 3rd January 2024 | Advice Tech Hub, Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE 2nd January 2024 | Advice Tech Hub, Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Aixigo 2nd January 2024 | Advice Tech Hub, Adviser Software Systems |
Marketing and Client Engagement Systems Supplier/Software: Asset-Map 2nd January 2024 | Advice Tech Hub, Adviser Software Systems |
Business Performance & Operational Management Supplier/Software: Go Automation 18th December 2023 | Advice Tech Hub, Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: WealthPrime 18th December 2023 | Advice Tech Hub, Adviser Software Systems, Financial Planning |
AI Tools & Services – Wealth Management GPT 18th December 2023 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
REGTECH SUPPLIER/SOFTWARE: VouchedFor – Elevation 18th December 2023 | Advice Tech Hub, Adviser Software Systems |
Report Generation SUPPLIER/SOFTWARE: ATEB Suitability 18th December 2023 | Advice Tech Hub, Adviser Software Systems |
The Cashflow Planning Debate – discussing the evolution of cashflow planning and how that has become a core feature of advice for advisers and clients – November forum recap 6th December 2023 | AdviceTech Forum, Events |
Artificial Intelligence – AI Tools & Services – SIFA AI 1st December 2023 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services |
Client Portal – Twenty7tec – FINPLAN 1st December 2023 | Advice Tech Hub, Adviser Software Systems, Client Portals |
Wealth Practice Management System – Twenty7tec FINPLAN 1st December 2023 | Advice Tech Hub, Adviser Software Systems, Wealth Practice Management Systems |
Mortgage Sourcing Systems: acre 1st December 2023 | Advice Tech Hub, Adviser Software Systems, Mortgage Sourcing Systems |
Mortgage Practice Management Systems – acre 1st December 2023 | Advice Tech Hub, Adviser Software Systems, Mortgage Practice Management Systems |
QUOTATION PORTALS SUPPLIER/SOFTWARE: IRESS The Exchange 3rd November 2023 | Advice Tech Hub, Adviser Software Systems |
Client Engagement Systems Supplier/Software: Eligible 3rd November 2023 | Advice Tech Hub, Adviser Software Systems |
Business Performance & Operational Management Systems: Rabbit Software 3rd November 2023 | Advice Tech Hub, Adviser Software Systems |
Cash Flow Modelling/Financial Planning Tools: RetireMap 3rd November 2023 | Advice Tech Hub, Adviser Software Systems, Cash Flow Modelling |
