Software

• Taking control of workflow

  

  How can you use your back-office software to stop being a task slave and instead become a task master? Sara Rowe, senior solutions consultant, IRESS has some suggestions

• Using your CRM to better communicate with clients

  

  Sara Rowe, senior solutions consultant, IRESS looks at how to use a CRM system to make client communications more effective, particularly when addressing the majority of your client base 

• The impact of artificial intelligence on financial advice

  

  Andrew Herberts, head of private client investment management at Thomas Miller Investment, comments on the impact of artificial intelligence on the financial services industry and who will be the industry winners.  

More Articles

• One book you’ll want to read this Christmas

  

  Catching the FinTech Wave – How to adopt FinTech and Transform Your Financial Planning Business, written by Ben Goss, chief executive of Distribution Technology, tackles the 5 “big challenges” all financial planning firms face in utilising digital

• Ben Goss talks FinTech in adviser businesses

  

  In this filmed interview, Distribution Technology chief executive Ben Goss delves into trends  and opportunities for advisers to better use digital and technology in their businesses.

• Dynamic Planner’s Ben Goss responds to Rory Percival’s report on risk profiling tools

  

  Distribution Technology ceo Ben Goss give his views on ex regulator Rory Percival’s report on risk profiling tools, highlighting limitations and asset allocation mapping

• CashCalc founder Ray Adams talks cashflow software and automated advice

  

  Ray Adams is developing Cashcalc to give advisers greater control of their market and sees automated advice as an opportunity advisers should embrace

• Origo launches ‘Origo Connect’ competition on Twitter and LinkedIn

  

  Fintech company Origo is launching ‘Origo Connect’ a competition for platforms, providers and adviser back-office system suppliers, to highlight Origo’s Integration Hub

• Business news update

  

  Selected business and technology news in the advisory market

• First four companies live on Origo’s Integration Hub

  

  Four companies are live and using the Origo Integration Hub, the not-for-profit Fintech company has announced.

• Now financial planners can get their clients Organised

  

  Software launch: Rob Kingsbury talked to Kevin Deamer of KMD Private Wealth Management about the launch of the new software and service Organised

• O&M Systems adds new functionality to aid pension-switch suitability reporting

  

  New executive summary automatically provides key advice in bullet point format for use in suitability reports

• ATEB: We’re not a ‘report and run’ compliance firm

  

  Rob Kingsbury talks to ATEB’s Steve Bailey about the firm’s principles and operations, best practice for staying on the right side of the Regulator and whether the FCA is taking a tougher stance with advisers these days