The latest app news for financial advisers and intermediaries from Professional Adviser

Advisory AI’s app aims to eliminate manual note taking and transcribe

28 November 2024 • 1 min read

Clients can view portfolio information, track progress and upload documents

03 September 2024 • 1 min read

Paul Budgen has created ‘My Time’ to help tackle the pension advice gap

24 January 2024 • 1 min read

Part of digital subscription

22 July 2021 • 1 min read

Study 'on the go'

28 April 2021 • 1 min read

Everything advisers need to know

03 December 2020 • 6 min read

Additional service

09 September 2020 • 1 min read

'Pension savers left behind in 20th century'

04 September 2018 • 1 min read

Free to download

09 July 2018 • 1 min read

Follows open banking

24 May 2018 • 2 min read

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