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Developments in adviser back-office technology
How are advisers changing the way they use their back-office technology? ABR talks to Roland Rawicz-Szczerbo, sales director, Time4Advice
[Running time 6.30 ]
0.11 Post RDR, how are adviser firms changing the way they use technology?
1.20 What should adviser firms now expect of their back-office system?
4.42 How do you see the financial advice market developing over the next few years?
See also our second video with Roland Rawicz-Szczerbo in which he talks about Curo’s integration of back-office system with the Microsoft Dynamics CRM system and what that offers adviser businesses, as well as the firm’s decision to focus solely on developing its back-office software and to integrate with ‘partners’ to provide other services to its clients, rather than develop, for example, its own cashflow modelling and risk profiling software.
Visit Time4Advice website
