Thanks to everyone who attended our COVER Protection & Tech Forum yesterday and to all the excellent speakers @WealthTechAd @Jeyneus@PaulQSynaptic_S @DavidVanek1 and panellists Paul Yates (@iPipelineUK) and @eoinlyons. We hope you enjoyed it as much as we did! #COVERTech2018
@AdSaville_Cover @PaulQSynaptic_S@Synaptic_S@Cover_Mag A common trust suite & tool that meets most needs would be useful & good place to go - A great deal of effort & money is being spent today reinventing the wheel as firms replicate each others trust forms -Resource would be better used to support adviser T&C in relation to trusts.
Looking forward to seeing all of our Provider partners at the Synaptic #Provider Forum tomorrow. We have some great guest speakers as well as lots of exciting developments to share. #fintech