Excel for cashflow planning
Excel is used for cash flow planning by about 7% of financial planners. I spoke to a financial planner last week who said she uses Excel spreadsheets to run cash flow planning.
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NextWealth Directory Launch
Today we launched the NextWealth Directory to allow financial to learn from the successes - and mistakes - of their peers to run more efficient, profitable and scalable businesses. The NextWealth Directory profiles and rates the technology companies that support the UKs financial advice businesses - with over 1,400 reviews of individual components of adviser technology systems at launch.
2 minutes with Alasdair Walker of Hunter, Aitkenhead & Walker
Alasdair Walker, of Chartered firm Hunter, Aitkenhead & Walker doesn’t mince words when it comes to the state of the technology supporting adviser businesses: “it’s all terrible”, he says with his tongue firmly in his cheek.
Ray Tubman wants to take the smarts above the platform
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. He’s both a technologist and a successful businessman and he sees a future in which a layer sitting above the platform will make everyone’s lives easier.
Sam Seaton’s vision for super slick advice
Sam Seaton sees a world in which financial planners are able to help hundreds of people by using technology to deliver financial planning to the masses. She also sees a path to this nirvana.
Talking Tech with Alan Smith, CEO of Capital Asset Management
Alan Smith runs a boutique wealth advisory firm in Central London, catering primarily to professionals from the tech, media and creative industries. A tech-savvy client base however doesn’t translate to demand for the latest, slickest, tech solutions…
