Top Tweets for #AdviceTechHub

almost 5 years ago

How @Aveni_AI analyses #customer interactions to increase #efficiency, #performance and #experience. Click the link below to read our full analysis on the @advisersoftware #AdviceTechHub! https://t.co/5fogysUTi2

almost 5 years ago

almost 5 years ago

The configurable #client and #adviser portal that integrates with #Office365. Click to read our analysis of @ContengoLtd on the @advisersoftware #AdviceTechHub! #clientportal #FinancialServices #paraplanning #financialplanning #fintech #advicetech https://t.co/8KfaGiCBhr

almost 5 years ago

Learn all about the @Time4Advice white-labelled and customisable #clientportal as part of the #Curo system on the #AdviceTechHub below. https://t.co/eyK2Mi4cH6

almost 5 years ago

In this @_moneymarketing piece I discuss how too many #adviserfirms think they need to a better #techsolution when they’re only using 10% of what they already have. Understand the full capabilities of your tech on the @advisersoftware #AdviceTechHub https://t.co/FPrXGlqlsM

almost 5 years ago

Learn all about @moneyinfotech and their 24/7, fully customisable #clientportal and mobile apps for #wealthmanagement --as well as a huge range of other #fintech companies and their solutions-- in our #AdviceTechHub below. https://t.co/LfzgR1xXQX

about 5 years ago

Acquired by @FEfundinfo, @CashCalc provide over 20+ tools covering all aspects of #financialplanning. Its flagship #cashflowplanning system is complemented by #onboarding, #pension, #investment and #IHT tools. Link to our analysis on the #AdviceTechHub: https://t.co/J8tQHa3iHE

about 5 years ago

@Digi_Wealth is a web-based #platform designed to help #advisers connect with #clients, #recommend #investments and perform #reviews. #DIGI are featured in the #WealthPracticemanagement Systems and #ClientPortal sections on our #AdviceTechHub. https://t.co/8CzGvPavIm

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