Taking a close look at advisers' Christmas wish lists for this year

‘Technology is still not as streamlined as we have come to expect’

clock • 3 min read

According to British GQ, the best tech gifts this Christmas are earbuds and game consoles. But from conversations with advisers Nick Eatock says there are a few other things higher up their technology wish lists…

Do you hear what I hear? Advisers consistently tell me they want their systems to work together better. While the industry has made progress on this front, technology integration within the advice sector still is not as streamlined as we have come to expect in other areas of our lives. The idea of having a single log-in to a central practice management system which then seamlessly links into all the systems and tools a firm uses throughout the advice journey allowing for more automation and straight-through processing is one we can all get behind. But unfortunately, it's not that simpl...

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