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Technology

How to set up an advice business digital transformation strategy

Your Business

How to set up an advice business digital transformation strategy

Call to identify business needs, goals and desired outcomes

clock 19 October 2022 • 5 min read
Exploring the five-stage hierarchy of platform services

Wrap/platforms

Exploring the five-stage hierarchy of platform services

Platform market change sees more consistent tech-driven customer propositions

clock 12 October 2022 • 4 min read
Advisers scale back platform usage, reveals research

Wrap/platforms

Advisers scale back platform usage, reveals research

‘Platforms may be in for a bumpy ride over the next few months’

clock 11 October 2022 • 2 min read
Third Financial pushes to 'modernise advice sector' with Intelliflo integration

Technology

Third Financial pushes to 'modernise advice sector' with Intelliflo integration

Investment platform has ‘deepest level’ of integration with Intelliflo Office

clock 11 October 2022 • 2 min read
PA360 North: Tech cannot replace relationships of trust

Technical

PA360 North: Tech cannot replace relationships of trust

Industry experts debate the pros and cons of a hybrid work world

clock 05 October 2022 • 2 min read
PA360 North: 'Embrace technology, make the best use of it'

Technology

PA360 North: 'Embrace technology, make the best use of it'

‘We've seen huge increase in productivity as a consequence of technology’

clock 05 October 2022 • 2 min read
NextGen Planners launch new technology solution for adviser firms

Technology

NextGen Planners launch new technology solution for adviser firms

‘Great technology solution that integrates processes into one place’

clock 30 September 2022 • 2 min read
Nucleus CEO: We are putting our people first in growth journey

Wrap/platforms

Nucleus CEO: We are putting our people first in growth journey

‘I’m confident we have the right people to deliver’

clock 27 September 2022 • 5 min read
Behavioural tool looks to push advisers to better decisions and habits

Technology

Behavioural tool looks to push advisers to better decisions and habits

Digital offering aims to train advisers in the psychology of financial planning

clock 21 September 2022 • 1 min read
7IM looks to up product governance capability with Kore Labs deal

Technology

7IM looks to up product governance capability with Kore Labs deal

7IM managers to use Kore Labs tech to monitor products and up transparency

clock 21 September 2022 • 1 min read
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