Over the past few weeks we have enjoyed reviewing the various research tools available to help IFAs This week Mark Loosmore, from technology consultancy AT8 Group, goes on the road to see where you might get the most from your tech spend
We have enjoyed reviewing a number of the leading software tools this year and have been impressed at the level of technology support available to IFAs to help them run effective businesses and provide quality advice. Having seen so many tools promise so much, we decided it was time to go on the road and talk to some of the companies using the technology to gauge where, in the harsh reality of today's business climate, IFAs were getting the most 'bang for their technology bucks'. To this end, over the coming weeks, we will be visiting networks, banks, IFAs and service providers to better...
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