AT8's Mark Loosmore investigates the stark differences between Trigold-Crystal's Momentum product and traditional back-office solutions.
In our reviews of practice management systems over the past weeks, we have included systems that have a strong background in automating the back-office processes of financial distributors. In this category...
Nick Eatock, chief executive officer of IntelliFlo, examines the development of cloud-based applications.
This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.
This week Mark Loosmore of AT8 Group goes to Transact, the largest and oldest of the pure wrap platforms
Nick Eatock, chief executive of IntelliFlo, explains the basics of the company's software solution, Intelligent Office.
Nick Eatock, chief executive of IntelliFlo, explains why advisers need to overcome their fears of technology.
UK investors lost hundreds of thousands of pounds
Lifts advisers to seven
Income from advice fees down