Brings significant value to clients, advisers and regulatory obligations
Updated offering means there is no need for additional licensing
Tech will support ‘significant growth’ plans in advice space
The industry’s best in technology, risk-profiling, client engagement and more
'We're facing pressure on household finances not seen for a generation'
Cost of servicing lower value clients too high, research finds
Technology can bolster client engagement in numerous ways
'Cashflow modelling can demonstrate the value of paid-for financial advice'