AdviserSoftware.com @advisersoftware
All you need to know about software for financial advisers, in one place. An unparalleled level of analysis & information on getting the best from #AdviserTech advisersoftware.com London, England Joined July 2012-
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Registration for #EATT2023 closes in just under 12 hours (at 9:30pm tonight). If you haven't booked your place yet, you still have time. This unique conference is perfect for anyone looking to get ahead in today's digital age. Visit advisersoftware.com/eatt2023-ticke… for more info.
Join our panel of experts as we discuss Letters of Authority. Hear about the challenges advisers face when working with them and how technology can help. ow.ly/sNjS50MrtTP
An all-in-one customer experience, advice and client engagement platform, @Lumiant_io helps firms better understand their clients' personal lives to support their financial ones. ow.ly/j2qK50Mrttf
We want to hear from YOU! Share your thoughts on the tech you use, and help shape the next wave of software being made for your firm. ow.ly/5Oht50Mrtcv
Supported by @AdviserFidelity, @ConquestPlanInc illustrates how a client's goals may fluctuate based on various scenarios and assumptions. Find out if Conquest Planning is right solution for your customers: ow.ly/mTQA50Mhkan
Kickstart your 2023 by joining our January Forum! 100% free for Advice Firms. Learn how fellow advisers and industry experts manage customer data to serve their clients better. ow.ly/hLyA50Mhkwq
New to the UK, @ConquestPlanInc blends cash flow modelling and goals-based planning to provide advisers with a projection of their clients' future earnings, expenditures and net worth. Read below to see if Conquest Planning is right for you! ow.ly/T0Hu50Mhiu4
#BlackFriday is here! Get 15% off #EATT2023 tickets for a limited time only! advisersoftware.com/eatt2023-ticke…
Do you understand the measures you can take to help create a #bestpractice environment? #AdviceFirms can unlock our checklist and ensure their knowledge is up to date for FREE #CyberSecurity #CyberSecuritytips #IFA @westcoast_cloud & @BeyondEncrypt advisersoftware.com/csm22-training…
Our articles for #cyberSecurityMonth have focused on the technical aspects of understanding & preventing #cyberattacks. Our latest paper looks in more detail at how to embed #cyber attack awareness into your #workplace. @BeyondEncrypt @westcoast_cloud advisersoftware.com/csm22-training…
Unable to attend our #AdviceTech forum this month? No worries, you can now listen to the full session on the @advisersoftware site! This month we discussed #cybersercurity with Martin Mckenna (@F_TRC) & Adam Byford (@BeyondEncrypt). #CyberSecurityMonth advisersoftware.com/cyber-security…
When WhatsApp just doesn’t make the cut, what can we do to keep our messaging secure? @BeyondEncrypt and @westcoast_cloud help us to understand Secure Communication, and how #advisers can protect their client’s data. ow.ly/kKbb50Lhong
The announcement by @amazon to enter the household #insurance market is clearly significant for the #savings and #LifeInsurance industries as well as the #protection industry Read @advisersoftware CEO and Founder @ianmckennaftrc's #analysis #FinTechNews advisersoftware.com/what-do-amazon…
Can you spare 1 minute to ensure your client’s data is secure? Quickly understand everything you need to check with our guide. ow.ly/y56b50LhnQX
Tough question time, how prepared is your firm for a security breach? Are you doing enough to prevent this? We’ve put together a checklist so you can ensure your firm and your clients are properly covered. ow.ly/2nnb50Lhq8a @BeyondEncrypt @westcoast_cloud
TBH, technical jargon can be confusing AF and, sadly, unknown acronyms a pretty much BAU. That’s why we’re here to explain things better. Advice Firms get 100% free access to our #CyberSecurirty Hub! Made alongside @BeyondEncrypt and @westcoast_cloud ow.ly/Ehjp50Lfx8N
Re-visit the conversations from the September #AdviceTech Forum, where our subject-matter #experts debated #integrations and #Adviser Adoption. #fintechNews #fintech #financialadvice #IFA #technology #TechNews #integration #data #WealthManagement advisersoftware.com/september-foru…
We continue #CybersecurityAwarenessMonth with a look at #SecureCommunications – Utilising Secure #Encrypted Mail #Technology and #Passwords. The @advisersoftware #CyberSecurityMonth is in partnership with @westcoast_cloud & @BeyondEncrypt advisersoftware.com/csm22-secure-c…
Our #securecommunication checklist is now available. To view the full checklist & learn our tips for best practice, click below! The @advisersoftware #CyberSecurityMonth is in partnership with @westcoast_cloud & @BeyondEncrypt #cybersecuritytips #IFA advisersoftware.com/csm22-secure-c…
We're building a Hub for all your #CyberSecurity needs! It only takes 5 mins to run-through our guides on Secure Client Communications. Best of all, Advice Firms can already access these for free! ow.ly/56gL50L5HHF @BeyondEncrypt @westcoast_cloud
Mark Locke @markjlocke
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Maudinette ® 🍻 @Maudinette_
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Louisa Southey @southey_louisa
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