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...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
For 2022 Winter Olympics
30 years experience
It’s The Pro Adviser Podcast
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
£3.4bn released last year