Adviser Software

Latest Adviser Software posts

Open finance – assessing the fintech future

11 May 2020

Open banking and open finance offer the opportunity to transform the way information is accessed by customers and advice is delivered by advisers. Open Banking is already happening.

The adviser software solution to home working: co-browsing & client portal technology

20 Apr 2020

Steve Andrews talks us through how co-browsing and client portal technology is making it easier for advisers to work from anywhere

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