All you need to know about software for financial advisers, in one place. An unparalleled level of analysis & information on getting the best from #AdviserTech

London, England
Joined July 2012
Registration for #EATT2023 closes in just under 12 hours (at 9:30pm tonight). If you haven't booked your place yet, you still have time. This unique conference is perfect for anyone looking to get ahead in today's digital age. Visit advisersoftware.com/eatt2023… for more info.
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Join our panel of experts as we discuss Letters of Authority. Hear about the challenges advisers face when working with them and how technology can help. ow.ly/sNjS50MrtTP
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An all-in-one customer experience, advice and client engagement platform, @Lumiant_io helps firms better understand their clients' personal lives to support their financial ones. ow.ly/j2qK50Mrttf
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We want to hear from YOU! Share your thoughts on the tech you use, and help shape the next wave of software being made for your firm. ow.ly/5Oht50Mrtcv
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Supported by @AdviserFidelity, @ConquestPlanInc illustrates how a client's goals may fluctuate based on various scenarios and assumptions. Find out if Conquest Planning is right solution for your customers: ow.ly/mTQA50Mhkan
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Kickstart your 2023 by joining our January Forum! 100% free for Advice Firms. Learn how fellow advisers and industry experts manage customer data to serve their clients better. ow.ly/hLyA50Mhkwq
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New to the UK, @ConquestPlanInc blends cash flow modelling and goals-based planning to provide advisers with a projection of their clients' future earnings, expenditures and net worth. Read below to see if Conquest Planning is right for you! ow.ly/T0Hu50Mhiu4
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Our articles for #CyberSecurityMonth have focused on the technical aspects of understanding & preventing #cyberattacks. Our latest paper looks in more detail at how to embed #cyber attack awareness into your #workplace. @BeyondEncrypt @westcoast_cloud advisersoftware.com/csm22-tr…
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AdviserSoftware.com retweeted
Unable to attend our #AdviceTech forum this month? No worries, you can now listen to the full session on the @advisersoftware site! This month we discussed #cybersercurity with Martin Mckenna (@F_TRC) & Adam Byford (@BeyondEncrypt). #CyberSecurityMonth advisersoftware.com/cyber-se…
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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
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Can you spare 1 minute to ensure your client’s data is secure? Quickly understand everything you need to check with our guide. ow.ly/y56b50LhnQX
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Tough question time, how prepared is your firm for a security breach? Are you doing enough to prevent this? We’ve put together a checklist so you can ensure your firm and your clients are properly covered. ow.ly/2nnb50Lhq8a @BeyondEncrypt @westcoast_cloud
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TBH, technical jargon can be confusing AF and, sadly, unknown acronyms a pretty much BAU. That’s why we’re here to explain things better. Advice Firms get 100% free access to our #CyberSecurirty Hub! Made alongside @BeyondEncrypt and @westcoast_cloud ow.ly/Ehjp50Lfx8N
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AdviserSoftware.com retweeted
Our #securecommunication checklist is now available. To view the full checklist & learn our tips for best practice, click below! The @advisersoftware #CyberSecurityMonth is in partnership with @westcoast_cloud & @BeyondEncrypt #cybersecuritytips #IFA advisersoftware.com/csm22-se…
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We're building a Hub for all your #CyberSecurity needs! It only takes 5 mins to run-through our guides on Secure Client Communications. Best of all, Advice Firms can already access these for free! ow.ly/56gL50L5HHF @BeyondEncrypt @westcoast_cloud