Technology

New product aiming to help firms with the protection gap

‘State of technology in the delivery of advice hasn't kept pace’ with other areas

'Cashflow modelling can demonstrate the value of paid-for financial advice'

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’