FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Jump in phishing and 'smishing' tactics reported
'All-singing, all-dancing due diligence reports'
Getting rid of gibberish
44% do not think technology will solve problem
'Exciting period of opportunity'
Six hours for a client report
'Choosing the right technology is paramount'
Raised £36m in funding round
60% of advisers in larger firms
Tech, sustainability and emerging markets
29 April 2020
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3 min read
