Advisers <3 Platforms and other news
By Hannah Wemyss | 02 April 2020 | 1 minute read
NextWealth discuss open API’s and time out of the market in the latest blog. To find out more about the likelihood of platforms accepting e-signatures and our view on open API’s, you can read the full article here.
The NextWealth Directory rates and reviews the technology that supports financial planning businesses. The more the directory is used the more useful it will be to the community. You can sign up for free and leave a review either under your name or anonymously on our website.
Related posts
Making sense of the AI landscape: the NextWealth AI Directory is live
Advisers keep telling us the same thing about AI: it’s exciting, but overwhelming. New tools appear daily. Every vendor promises time saved and better client outcomes. But how does it actually fit your stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours? That’s why we have launched the NextWealth AI Directory. A practical, plain-English guide to the AI providers operating in the advice market.