Nick Eatock

'Done properly, cashflow modelling is particularly useful for retirement planning'

All the parts of the chain must work together seamlessly

'AI technology will become far more prevalent'

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

Use of tech to enhance advice process will increase

'The beating heart of adviser tech ecosystems'

Tech playing 'increasingly important role' in financial advice process

The initiative comes as advisers demand improved business efficiencies

A look at the key technologies supporting financial advisers

‘Wealthlink’ has been launched in collaboration with SS&C Technologies