Where technology fits in with RDR

Using technology as a means of creating an RDR solution is not the sort of headline to get the pulse racing. In the minds of most advisers, it creates pictures of complexity and endless electronic box-ticking, and a pressing need to dust off the golf clubs. Perhaps it isn’t even true: technology alone will do absolutely nothing. So what do we really mean when we talk about technology and RDR solutions? It is in the design and delivery of your client service proposition, and in particular the investment component of that proposition where the issues advisers face with regards to the RDR c...