Technology Review: LRH Wealth Management

In our weekly case studies about the use of technology in the adviser market, we have met and discussed technology with a variety of different types of distribution organisations, including networks, service providers, one-man bands, regional businesses and call centres. Each has had its own defining characteristics that have influenced their uptake of technology. This week, we visited LRH Wealth Management. LRH was born out of the accountancy firm Lambert Roper and Horsfield and, as we have often found, its choice of technology infrastructure has its own flavour, influenced by its accou...