Anthony Rafferty: Why integration needs to be a done deal

'A win for advisers'

"It makes absolute sense that, where automation exists, every system a financial advice firm uses should be able to connect between themselves" - Anthony Rafferty
"It makes absolute sense that, where automation exists, every system a financial advice firm uses should be able to connect between themselves" - Anthony Rafferty
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Adviser businesses need their software, platforms and back-office systems to better and more easily talk with one another, says Anthony Rafferty, and the 'hub-and-spoke' approach to technology is a way to achieve that level of integration

Mark Polson of the lang cat recently spoke of a conversation he had where the question of how ‘normal' sized adviser firms could keep up with everything they are expected to do, have good processes and...

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