Josh Butten was born to be a financial planner and he exudes enthusiasm about his chosen profession. We met at the NextGen Conference in Manchester and got to talking adviser tech. boosst are serious about tech. They self-describe as “a business that embraces new ideas and strives to make the best use of technology as it evolves.” And they take their tech seriously as I found out when I spoke to Josh.Â
Alasdair Walker, of Chartered firm Hunter, Aitkenhead & Walker doesn’t mince words when it comes to the state of the technology supporting adviser businesses: “it’s all terrible”, he says with his tongue firmly in his cheek.
Ray is a man brimming with ideas. He talks fast and his mind moves even faster. He was one of the architects of GBST Composer. He’s both a technologist and a successful businessman and he sees a future in which a layer sitting above the platform will make everyone’s lives easier.
Sam Seaton sees a world in which financial planners are able to help hundreds of people by using technology to deliver financial planning to the masses. She also sees a path to this nirvana.
Alan Smith runs a boutique wealth advisory firm in Central London, catering primarily to professionals from the tech, media and creative industries. A tech-savvy client base however doesn’t translate to demand for the latest, slickest, tech solutions…
