How an iPad app can help with financial planning

At AT8 we have heard many advisers champion the potential that the Apple iPad offers in enhancing the advice process but I have seen few applications that take full advantage of the device to support their claims. There have been a limited number of niche applications and several customer-facing solutions but few that address a full advice application via the iPad. True Potential has come closest to achieving something usable so far but this week we saw the Finantix application which raises the bar further. Finantix technical focus Finantix is an Italian-based firm that has been pro...