Timeline Retirement Income Software announces data integration with Transact. We refer often to the quote made to us by the head of a financial planning firm who described her technology infrastructure as a âmessy ball of stringâ.
NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.
NextWealth and the PFS have joined forces to publish a report on Adviser Business Benchmarks. The report is free to download here.
Josh Butten was born to be a financial planner and he exudes enthusiasm about his chosen profession. We met at the NextGen Conference in Manchester and got to talking adviser tech. boosst are serious about tech. They self-describe as âa business that embraces new ideas and strives to make the best use of technology as it evolves.â And they take their tech seriously as I found out when I spoke to Josh.Â
Alasdair Walker, of Chartered firm Hunter, Aitkenhead & Walker doesnât mince words when it comes to the state of the technology supporting adviser businesses: âitâs all terribleâ, he says with his tongue firmly in his cheek.
Ray is a man brimming with ideas. He talks fast and his mind moves even faster. He was one of the architects of GBST Composer. Heâs both a technologist and a successful businessman and he sees a future in which a layer sitting above the platform will make everyoneâs lives easier.
