Login
Advisers <3 Platforms and other news
Over the past few weeks, we have all come to rely even more heavily on technology for our work and to stay connected with friends and family. This reliance has meant that cracks in our technology infrastructure have in some cases become chasms.
A free health check for your tech
In our conversations with financial planners from businesses both large and small, a common theme that emerges when we talk about technology is the under utilisation of existing tech within the business. “Using a Rolls-Royce to do the school run”, is how one planner described his firm’s dilemma.