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Nick Eatock

Evolution in motion: The changing face of practice management systems

Technology

Evolution in motion: The changing face of practice management systems

'The beating heart of adviser tech ecosystems'

clock 04 December 2023 • 5 min read
IFAs must embrace technology to focus on the value of advice

Technology

IFAs must embrace technology to focus on the value of advice

Tech playing 'increasingly important role' in financial advice process

clock 06 September 2023 • 3 min read
Fidelity platform allows access to 'greater' client data

Your profession

Fidelity platform allows access to 'greater' client data

The initiative comes as advisers demand improved business efficiencies

clock 04 September 2023 • 2 min read
How can technology aid advisers with Consumer Duty compliance?

Consumer Duty

How can technology aid advisers with Consumer Duty compliance?

A look at the key technologies supporting financial advisers

clock 02 August 2023 • 6 min read
Intelliflo launches all-in-one single system platform capability 

Wrap/platforms

Intelliflo launches all-in-one single system platform capability 

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

clock 06 June 2023 • 3 min read
Why cashflow modelling is integral to the advice process

Technology

Why cashflow modelling is integral to the advice process

Brings significant value to clients, advisers and regulatory obligations

clock 26 May 2023 • 3 min read
Intelliflo to include cashflow modelling within core system

Technology

Intelliflo to include cashflow modelling within core system

Updated offering means there is no need for additional licensing

clock 26 April 2023 • 2 min read
Five years on: What next for the evolution of Open Banking?

Technology

Five years on: What next for the evolution of Open Banking?

Next step is for more third parties to develop ways to use the data

clock 12 April 2023 • 4 min read
Model Office releases Consumer Duty data analytics dashboards

Technology

Model Office releases Consumer Duty data analytics dashboards

Benchmarked against four Consumer Duty outcomes

clock 13 March 2023 • 1 min read
Brooks Macdonald partners with Intelliflo on advice tech

Technology

Brooks Macdonald partners with Intelliflo on advice tech

Tech will support ‘significant growth’ plans in advice space

clock 22 February 2023 • 1 min read
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