Adviser Tech Stack News Today

Adviser interest in changing technology packages has dropped since the flurry of activity sparked by the pandemic but the lull could be the ‘calm before the storm’ for providers, according to NextWealth.

Your business networks can help you select your next gen technology. Find out what works for them and once you have a couple of preferred solutions in mind, speak to a wide range of other customers and get references. Invest time to save time.

Good morning and welcome to your Morning Briefing for Monday 21 March, 2022. To get this in your inbox every morning click here. Adviser tech benefits not realised The financial advice profession still has a long way to go before it fully realises the opportunities offered by technology. One of the reasons for this

Advisers still have a long way to go to before they fully maximise all the opportunities technology offers. 

Intelliflo has told PA the company is sorry for technology issues that have affected the speed of its adviser back-end software.

The latest in financial #AdviserTech — April 2021 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! April 19, 2021 35 MINS This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s ...