Tools of the trade: Looking beyond traditional adviser tech

There will always be some common aspects to putting financial plans into action, and that is where technology comes into play. It can help streamline processes to ensure advice firms are best placed to support their clients. Sometimes it may feel like that's easier said than done as the adviser tech stack has become a rather complex network. Advisers, quite rightly, want the tech they use to make their jobs smoother. And they are keen for the various tools to be able to interact with each other seamlessly. Yet challenges remain in this area. And while some advice firms may be scept...