Regulation technology firm Model Office has teamed up with 17 fintech providers to produce a handbook that will review and outline what the providers are offering that can help advisers and planners during the coronavirus.
The 17 contributors, which include the lang cat, Apricity, Wealth Wizards and The Yardstick Agency, have been asked to provide simple and clear features and benefits reviews, and outline the services and products they provide. The free handbook has been structured to showcase how technology can help support advisers and planners in four areas: Client engagement Client, practice and business management Business and risk management Useful technology and tools Model Office founder Chris Davies said: "As we navigate our way through these strange times, it's been so encouraging...
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