
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
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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.
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.
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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.
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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.
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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:
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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.
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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!
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#BlackFriday is here! Get 15% off #EATT2023 tickets for a limited time only!
advisersoftware.com/eatt2023…
Do you understand the measures you can take to help create a #bestpractice environment?
#AdviceFirms can unlock our checklist and ensure their knowledge is up to date for FREE
#CyberSecurity #cybersecuritytips #IFA
@westcoast_cloud & @BeyondEncrypt
advisersoftware.com/csm22-tr…
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…
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…
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.
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AdviserSoftware.com retweeted
The announcement by @amazon to enter the household #insurance market is clearly significant for the #savings and #LifeInsurance industries as well as the #protection industry
Read @advisersoftware CEO and Founder @ianmckennaftrc's #analysis
#FinTechNews
advisersoftware.com/what-do-…
Can you spare 1 minute to ensure your client’s data is secure?
Quickly understand everything you need to check with our guide.
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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
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
AdviserSoftware.com retweeted
Re-visit the conversations from the September #AdviceTech Forum, where our subject-matter #experts debated #Integrations and #Adviser Adoption.
#FinTechNews #fintech #financialadvice #IFA #technology #TechNews #integration #data #WealthManagement
advisersoftware.com/septembe…
AdviserSoftware.com retweeted
We continue #CybersecurityAwarenessMonth with a look at #SecureCommunications – Utilising Secure #Encrypted Mail #Technology and #Passwords.
The @advisersoftware #CyberSecurityMonth is in partnership with @westcoast_cloud & @BeyondEncrypt
advisersoftware.com/csm22-se…
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…
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


