The trouble with technology upgrades

clock

I have been enduring a week of erratic technology behaviour. My mobile phone has not been synchronising with Outlook, then there was no remote email access in addition to Bluetooth not working in the car. It's all too much.

Fortunately, my colleague Pete is responsible for all things IT. I am not a complete technophobe but have become the equivalent of an IT couch potato. I talk a good game but am happy to sit back and let others do the hard work. During recent consideration of the best back office system to upgrade to, we have been tempted with the utopia in office management – the paperless office! Not so long ago this concept, whilst undeniably alluring, would have been a pipe dream at best. However, following a demonstration at the offices of a local IFA firm, we are now convinced that this is not as sca...

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

How not to fall for the AI plausibility trap

How not to fall for the AI plausibility trap

'Trust in financial advice takes years to build. It has never been easier to put at risk'

Tadhg Buckley
clock 07 May 2026 • 3 min read
Söderberg, Seccl and Plannr launch second phase of platform integration

Söderberg, Seccl and Plannr launch second phase of platform integration

Aims to ‘eliminate friction’ across advice journey

Sophia Panayi
clock 05 May 2026 • 2 min read
'Clients don't want to be impressed by your tech stack'

'Clients don't want to be impressed by your tech stack'

PA360 panellists highlight AI is not taking over admin or paraplanner jobs

Isabel Baxter
clock 29 April 2026 • 4 min read