Technology

Invested in CRM specialist via Fintel Labs project

Move designed to cut wasted time for advisers

‘Wealthlink’ has been launched in collaboration with SS&C Technologies

'Stochastic modelling is a particularly powerful tool'

Brings significant value to clients, advisers and regulatory obligations

Changes take effect from June for new clients and Q3 for existing customers

Are the stats indicative of green shoots of recovery or false dawn?

Do we need emotional intelligence if we have artificial intelligence?

AdviserOS to take ‘less is more’ approach and prioritise service

Debating the pros and cons of white labelling and building platforms