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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

Aug 24, 2016

Prudential revamps advisers’ client matchmaker tool

Scoring system has been improved to help advisers find clients.

Aug 22, 2016

Robo-advisers will take years to turn a profit - report

Analysis shows total assets managed by robo-advisers account for less than 1 per cent of retail investments.

From Mortgages| Aug 19, 2016

BlueZest partners with EDM to transform valuation process

New lender hopes technology partnership will let it fulfill promises on speed of mortgage decision.

Aug 18, 2016

Ex-Cavanagh duo launch robo-adviser to beat ‘sky-high fees’

Service will provide actionable advice rather than “vague recommendations”, founders say.

From Mortgages| Aug 18, 2016

Challengers ready to grab traditional lenders’ clients

Outsourcing firm gives example of lender it has helped improve productivity to maintain market share.

Aug 17, 2016

Platform targets client engagement via social media

Leveraging metadata and client CRM, advisers can send tailored messages at the right time.

Analysis & Opinion

From Training| Aug 23, 2016 |

How to get serious about data security

Protecting clients against data breaches is becoming part of the adviser’s daily routine.

Aug 22, 2016

Why Aren’t They Shouting? by Kevin Rodgers

A banker’s tale of change, computers and perpetual crisis

Tech spotlight: Tale of two clients

Aug 19, 2016

Tech spotlight: Tale of two clients

Finding out what pieces of technology to use can be a tricky task, Mark Polson says.

Recent Articles
  1. Lenders accused of holding back mortgage market
    From Mortgages| Aug 15, 2016

    Lenders accused of holding back mortgage market

    Support services software firm claims industry could be effectively sharing data within two years.

  2. Enterprise Finance upgrades broker portal
    From Mortgages| Aug 15, 2016

    Enterprise Finance upgrades broker portal

    Launched to coincide with the Mortgage Credit Directive, the portal has since grown to over 900 users.

  3. Opening up the Pension Dashboard
    FTAdviser Blog| Aug 11, 2016

    Opening up the Pension Dashboard

    More compelling services could be created for consumers with decent technology.

  4. Pensions Portal’s bid to cut the jargon
    From Pensions| Aug 10, 2016

    Pensions Portal’s bid to cut the jargon

    Technology platform aims to help employers, providers and consultants get staff engaged with their pensions ahead of retirement.

  5. Technology: Embrace the age of robo-advice
    From Our Publications| Aug 10, 2016

    Technology: Embrace the age of robo-advice

    With robo-advice dominating financial services, Financial Adviser looks at how advisers are adapting to the technical revolution, and how it can...

  6. Using platforms to adjust risk and volatility attitude
    From Special Report: Technology August 2016| Aug 10, 2016

    Using platforms to adjust risk and volatility attitude

    Robo advice and technology can be used to help clients get a better understanding of the risk and outcomes attached to their style of, or reason...

  7. Technology: Put back office at the forefront
    From Special Report: Technology August 2016| Aug 10, 2016

    Technology: Put back office at the forefront

    Advisers should adopt back office systems to improve efficiency and client services, and ensure that they don’t get left behind.

  8. Rise of the machines
    From Special Report: Technology August 2016| Aug 10, 2016

    Rise of the machines

    Many advisory firms are aiming to save time – and money – by embracing the use of ‘robo-advisers’ in a bid to automate low-value processes

  9. Robo-adviser targets £1m through crowdfunding
    Companies & People| Aug 05, 2016

    Robo-adviser targets £1m through crowdfunding

    Wealthify is looking to fund advertising campaign, new product channels and the introduction of pension products.

  10. Transact backs planner’s ‘simplified’ cashflow tool
    Aug 04, 2016

    Transact backs planner’s ‘simplified’ cashflow tool

    Manager says there has been a barrier to entry into cashflow planning over the past 10 years.

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