Do providers know what you want?

Hello, how are you? It’s a pleasure and an honour to be taking over this column from the mighty Mark Loosmore, currently heading for world domination with IRESS. Daunting too: I have some serious shoes to fill. This is a great time to be thinking and writing about technology in the financial services space. So much of what you as advisers do is dictated by the abilities and limitations of the technologies supplied to you by all kinds of organisations – product providers, platforms, back office systems, practice management tools and so on. But are enough of these technology providers r...