Call to identify business needs, goals and desired outcomes
Platform market change sees more consistent tech-driven customer propositions
‘Platforms may be in for a bumpy ride over the next few months’
Investment platform has ‘deepest level’ of integration with Intelliflo Office
Industry experts debate the pros and cons of a hybrid work world
‘We've seen huge increase in productivity as a consequence of technology’
‘Great technology solution that integrates processes into one place’
‘I’m confident we have the right people to deliver’
Digital offering aims to train advisers in the psychology of financial planning
7IM managers to use Kore Labs tech to monitor products and up transparency