Tech review: Software designed by an IFA? Whatever next…

TECHNOLOGY

clock

Over the last few months in this column, I've looked at a wide range of software gizmos designed to help advisers.

From investment profiling systems to risk appetite apps to who-knows-what, they mainly have one thing in common – they are designed by specialist software houses or large providers and have had significant amounts of money spent on them. This week’s subject is a bit different. Benefit Hub is a benefits system designed by an IFA, specifically Mearns & Co in Edinburgh. Mearns has teamed up with a small web design company called [codepotato], based in Hampshire. Its proprietor, Gareth Thompson, is known to the IFA Twitterati as @cssgareth and has designed websites for a number of planner...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Integrating AI into advice without losing the human touch

Integrating AI into advice without losing the human touch

Reinforcing trust through AI-enhanced personalisation

Tony Wilkson
clock 25 April 2025 • 4 min read
Why advice businesses need to 'invite AI to the table'

Why advice businesses need to 'invite AI to the table'

Will take away the ‘boring stuff’

Jenna Brown
clock 24 April 2025 • 3 min read
Behavioural advice tech firm Moneymind Profile launches in UK

Behavioural advice tech firm Moneymind Profile launches in UK

Marks expansion for Australian enterprise

Professional Adviser
clock 23 April 2025 • 2 min read