2Plan or not to plan?

This week: 2Plan Wealth Management During the last month, AT8 has enjoyed meeting a range of large and small IFAs, to investigate how they use technology to streamline their businesses. We have gained valuable insights to the working practices of the modern IFA and the role IT plays within their firm. It has also helped us understand which technology suppliers are leading the field and which live up to their marketing stories. This week’s interview with 2Plan Wealth Management was a little different to those we have covered so far as the majority of the technology used has been home grow...