Nicole

Graduate Trainee, Adviser forum Administrator Assistant, Social Media Coordinator & Creator of FinTech Charts @ F&TRC.🤗💫♏️

[DigitalWealthInsight @DWealthInsights]

We have added to our service a review of @usebean. This proposition is an online website that aims to find, track and manage bills and subscriptions in one place.

To read our full review visit https://t.co/KVLBKI0qFi. Registration is required.

[FTRC @F_TRC]

What Investment & Fund options r available 2 members?
Our workplace chart explores various investment & fund options that r available 2 members via pension provider platforms
@AvivaUK @Aegon @nestpensions @NowPensions @RoyalLondon @SalvusMT @ScottishWidows @PeoplesPension @Zurich

[DigitalWealthInsight @DWealthInsights]

This month for our top 5 most read #OpenBanking / #BudgetingTool reviews, we have @getyolt making their debut. Good to see @Get_Chip return to the top 5 & well done 2 @MoneyhubEnterpr @IntellifloLtd & @moneydashboard for remaining on the chart.

[DigitalWealthInsight @DWealthInsights]

We’ve seen a few changes in our Top 20 #WealthTech chart this month. Well done @HLInvest @moneydashboard @asksquirrel @My_Abaka @movenenterprise @pensionbee @thenutmegteam @moneyfarmUK @Munnypot @Hedgeable 4 remaining on the chart.

#AdvisedInvestment #NonAdvisedInvesment #PFM

[DigitalWealthInsight @DWealthInsights]

Since our first review of @pensionbee online pension manager proposition, we have explored their new/improved features and updated our review.
To see what led us to increase their heart rating visit https://t.co/kGm6lE6CiL.

#Pensions #Consolidation #Non-AdvisedInvestment

[DigitalWealthInsight @DWealthInsights]

Since our first review of @Get_Chip last year, they have developed their app further which lead us to increase their heart ratings on our recently updated review.

To read our updated detailed analysis of @Get_Chip please visit https://t.co/Df48Eh1ZMU. Registration is required.

[DigitalWealthInsight @DWealthInsights]

We have seen great performances so far this year in our top 5 advised/non- advised automated service reviews. Well done 2 @IntellifloLtd #HUBFinancialSolutions by @WeAreJustUK makes their debut @wealthwizards @evalueuk & @Munnypot from the automated advice side.

[DigitalWealthInsight @DWealthInsights]

. @getyolt is a smart money app which aims to help people manage and think more smart about their money. We have taken the time to review the app.

To see our detailed analysis visit https://t.co/OTQsVrLWZC .Registration is required!

[DigitalWealthInsight @DWealthInsights]

We have updated our review of @advicefront online advice and client engagement platform. To see what new features they have added since our last review, visit https://t.co/jzENkOkB18. It’s free to all but registration is required. #AutomatedAdvice #AdvisedInvestments

[DigitalWealthInsight @DWealthInsights]

Our top 5 #PFM proposition reviews for last month shows that @MoneyhubEnterpr continue to lead the pack, followed by @IntellifloLtd and @moneyinfotech. @asksquirrel sits at 4th place then @moneydashboard comes in at 5th place.

[FTRC @F_TRC]

For this weeks #workplace chart of the week we explore which #pension providers offer #retirement planning tools and whether they are pension agnostic.

@Aegon @AvivaUK @nestpensions @NowPensions @RoyalLondon @SalvusMT @ScottishWidows @PeoplesPension @Zurich

[T3 Technology Tools @t3techhub]

.@ianmckennaftrc tells us why he travels all the way fro the UK to attend @t3techhub #T32018 #AdvisorEngine

[Ian McKenna @ianmckennaftrc]

Critical issues to achieve #FinancialAdvice business to efficiency and reduce costs @NexusStrategy #T32018

[Ian McKenna @ianmckennaftrc]

Where it really makes a difference Trisha Qualy @AdvisorNetWM looks at the return on investment #RoI of their @laserfiche #T32018

[Ian McKenna @ianmckennaftrc]

“Advisors should double their IT budgets we find we get a return on that really quickly” Trisha Qualy @AdvisorNetWM may be every vendors favourite person at #T32018 Very sound advice in my experience but advisers need to spend some of that on training 4 best result

[Samantha Smith @samsmithftrc]

If you’re having a late lunch break in the UK, read @ianmckennaftrc live tweets from the "How Tech Fuels Firm Growth" discussion at #T32018. Fascinating insight on leveraging workflow automation.

[FTRC @F_TRC]

Which Workplace #Pension Providers are able to support Flexible Access Drawdown, Annuity Products & Uncrystallised Fund Pension Lump Sum (UFPLS) payments?
@Aegon @AvivaUK @nestpensions @Nowpensions @RoyalLondon @SalvusMT @ScottishWidows @PeoplesPension @Zurich

[Ian McKenna @ianmckennaftrc]

‘Advisers of the future have to operate for scale and operate as a surgeon” using New Account Targets service and enable use of current holdings and client prfered investments @AaronKlein @Riskalyze #T32018

[Ian McKenna @ianmckennaftrc]

Any UK advisers, life offices & platforms wanting to hear about the many valuable lessons I have learned from #T32018 should speak to the @F_TRC team about attending our @adviserforum on 27th Feb where we also have @TheFCA sharing their thinking on how #MiFID2 affects advisers

[Nicole @nicole_ftrc]

With the quickly evolving technology space, I wonder what is the future for #FinancialAdvice ? https://t.co/ob8UUYm9eo

[Ian McKenna @ianmckennaftrc]

By 2025 everyone will own a robot @ricedelman #T32018 will it be a robot that can give #FinancialAdvice ?