@AdviserTechAF

Research Consultant at @f_trc #AdviserTech, #WealthTech & #Fintech @advisersoftware - All you need to know about software for financial advisers, in one place.

 London, England
advisersoftware.com/
Joined April 2020
  • Tweets213
  • Following1.3K
  • Followers412
20Media
Thanks to @advisersoftware for publishing an analysis of Conquest Planning & for showing how we easily enable #advisors to deliver meaningful #FinancialAdvice faster and more accurately. Special thanks to @ianmckennaftrc for being a huge advocate for us. ifamagazine.com/article/advi…
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When WhatsApp just doesn’t make the cut, what can we do to keep our messaging secure? @BeyondEncrypt and @westcoast_cloud help us to understand Secure Communication, and how #advisers can protect their client’s data. ow.ly/kKbb50Lhong

Secure Communication - Adviser Software

advisersoftware.com
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Adam Flowers retweeted
FTRC@F_TRC26 Oct 2022
You know that #technology is important. But it's hard to know where to start, or what questions to ask. The #EATT2023 #conference will help you understand the issues you need to consider. Interested? #EarlyBird tickets available until 31 October 2022. advisersoftware.com/eatt/
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We're participating in the next @F_TRC AdviceTech Forum, and we'd love for you to join us. Taking place on Thursday 20th October, the session will be free to attend and will focus on all things cyber security. Interested? Click the link to register below. eu1.hubs.ly/H01Yt_20
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October is #CyberSecurityMonth for us and, for anybody wanting to keep their client's data secure, it will be for you too! Created in partnership with @BeyondEncrypt and @westcoast_cloud, Advice Firms can unlock #expert insights for free each week. ow.ly/jfZp50L0FoY
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Adam Flowers retweeted
FTRC@F_TRC17 Aug 2022
January might feel like its a long way off, but our Super Early Bird tickets won't be around forever. #EATT2023 advisersoftware.com/eatt/
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Adam Flowers retweeted
FTRC@F_TRC16 May 2022
Not long to go! Join us at #EATT2022 on 26 May to see leading edge, & in some cases brand new, technology propositions. Visit advisersoftware.com/eatt-202… for more details & to book tickets.
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Adam Flowers retweeted
FTRC@F_TRC5 May 2022
Would you like to understand more about delivering an end-to-end advice & investment management process? Join us at #EATT2022 on 26 May 2022 - visit advisersoftware.com/eatt-202… for more details. Its a must for #advisers who wants to put technology at the heart of their businesses.
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Catch up on the content you won't want to miss from our site including some stand-out tech supplier highlights in risk profiling/suitability and portfolio analysis in @AdviserTechAF' latest wrap-up: advisersoftware.com/assessin…
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We've recently been treated to the latest innovations from @OxfordRiskLtd, including their new Responsible Investing assessment. Read everything you need to know on our #AdviceTech Hub: ow.ly/r2cW50IC5aZ
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What do you think about your #Wealth #PracticeManagementSystem? We'd love to hear your thoughts on the #system you use. Adding your #feedback will help other #advisers find the right #tech for them & shape the next wave of #solutions being provided. advisersoftware.com/wealth-p…
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We would love you to help us understand your choice of #ClientPortal, why it works for you and how it could improve. Our #AdviserTech #Ratings help us help you make better decisions when selecting and using #technology in your #business. advisersoftware.com/client-p…
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How well does your #Cashflow Planning #tool work for you? Help #advisers find the right #tools for them by sharing your thoughts on your current #FinancialPlanning tool, both its greatest #strengths and what you would most like to see #improved advisersoftware.com/cash-flo…
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We built our community feedback tool, the #AdviserTech #Ratings, to help you get the most out of your existing #systems and lead the next wave of #technology advancements. Please share your #opinion on your current #PortfolioAnalysis tool below #fintech advisersoftware.com/portfoli…
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Adam Flowers retweeted
FTRC@F_TRC19 Jan 2022
It's time to “Meet a sponsor”. @IntellifloLtd will be supporting our #EATT2022 #advicetech #conference on 26 May 2022. For more info visit advisersoftware.com/eatt-202… - don’t forget to take advantage of our #Januarysale to grab discounted tickets.
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How can #hybridadvice help reduce costs, increase efficiency, and help to close the #advicegap? Listen to @ianmckennaftrc, @NotThatGrumpy, and Richard Caldicott from @mandgplc discuss the possibilities offered in our October #AdviceTech Forum: advisersoftware.com/is-hybri…
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Adam Flowers retweeted
FTRC@F_TRC20 Dec 2021
Given the worsening situation with Omicron COVID infection rates we will be rescheduling #EATT2022. The #conference will now take place on Thursday 26 May 2022. We look forward to working with our sponsors & @pfsconf to deliver a fantastic event!
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Learn all about @moneyinfotech and their 24/7, fully customisable #clientportal and mobile apps for #wealthmanagement --as well as a huge range of other #fintech companies and their solutions-- in our #AdviceTechHub below. advisersoftware.com/client-p…
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#7IMagine the brainchild of @7IM_Updates, Technical Connection and some creators of #Nintendo Games Donkey Kong and 007GoldenEye is an app aiming to help #advisers visualise their clients’ #financialfutures. It contains #MyFuture and #MyMoney. Read more! advisersoftware.com/financia…
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Replying to @MorningstarInc
@MorningstarInc offer a wide range of tools including their #clientwebportal, a #cashflowplanning tool, the #AdvisorWorkstation and #ModelMarketplace #portfolioanalysis software and #portfoliorebalancing software. #AdviceTechHub @uk_morningstar advisersoftware.com/financia…
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