Over the past few months, Mark Loosmore from technology consultancy AT8 has been reviewing adviser financial planning tools exclusively for Professional Adviser.
The aim of the series has been to assess the strengths and weaknesses of each tool and which kind of IFA business they would be suitable for. Each week, he also includes a table of the key features of each tool so advisers can create their own archive and compare offerings. Tools reviewed have included products from Intellifo, 1st The Exchange and Focus among others. Some of these reviews have already appeared on IFAonline, but now AT8 have combined all their reviews in a handy PDF. Click [asset_library_tag 85,here] to access a copy. Mark has now moved onto reviewing Training an...
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