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

The three AI trends moving client value from portfolio to relationship in wealth management

The three AI trends moving client value from portfolio to relationship in wealth management

'I'm not convinced everyone putting their use of AI front and centre understands the risks of going all-in'

Anthony Villis
clock 03 July 2026 • 5 min read
Advice professionals using AI up 46% since 2025

Advice professionals using AI up 46% since 2025

According to Dynamic Planner’s Advice 26

Sophia Panayi
clock 01 July 2026 • 2 min read
The environmental AI impact advisers shouldn't ignore

The environmental AI impact advisers shouldn't ignore

'When it comes to AI and its impact on the environment, honesty is the best policy'

Carly Shute
clock 30 June 2026 • 4 min read