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Douglas Orr, Founder and CEO, MessageMatrix Talks About Instant Messaging Security and Compliance
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Hugo Thorman, Non-Executive Director, Seccl, Talks About The Future of Platforms and Adviser Technology
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Helena Wardle, CEO, Money Means, Talks About Her Firm’s Approach To Making Financial Advice Accessible For Everyone
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Jamie Philip, Partner, Saltus, On Why Data Is A Big Deal For Financial Planning & Wealth Management Firms. He Also Talks…
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View the recording of our webinar with one of our strategic integration partners, Click Dimensions, one of the most powe…
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Microsoft has announced a new product as well as a range of new features on its Power Platform. Designed to make low-cod…
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Microsoft’s vision for the Power Platform came from a recognition that data is central to every business process, and a …
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Microsoft’s vision for the Power Platform came from a recognition that data is central to every business process, and a …
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We are proud to have been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards.
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Stuart Payne, Chief Operating Officer of Wills & Trusts Wealth Management and Trust DFM, talks about the transformationa…
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Our mission is to help financial advice firms digitally transform themselves so that they can build sustainable and pro…
