Evolution in motion: The changing face of practice management systems

In the ever-evolving landscape of financial advice, the importance of technology cannot be overstated. For firms to operate effectively in today's marketplace, integrating multiple software solutions is essential. At the centre of these technological ecosystems stands the modern practice management system. However, as highlighted in The Lang Cat's 2023 State of the Adviser Nation research, the practice management system is the bit of kit that advisers are most likely to say they'd like to change if it were easy to do so. So why is that? And how can software providers solve advisers' i...