Technology

Technology and integration key to Söderberg & Partners success

'There are firms that are trying to buck the trend'

‘It will really help us to grow and provide a better service to our clients’

‘Sophisticated investors want more advanced solutions’

Record outflows plague advised platforms in 2023

'Tech should empower advisers, not overpower them'

Established through collaboration with SEI and Benchmark

The financial planning firm has launched CP Accelerate

If tech isn't paying its way it has to be managed, replaced or rationalised

Use of tech to enhance advice process will increase