Sometimes it takes a quiet moment to realise we haven’t lined everything up behind the scenes. That moment? It might just be now. Especially when life’s pace reminds us how much smoother things go when plans are in place.

Resistance to digital adoption has come from the financial advisory world, not the end user. April Rudin suggest avoiding making faulty assumptions about what each segment wants or needs.

If your clients prefer email and are happy to receive their documents & messages in that manner, is it a valid reason not to implement secure messaging to protect your clients’ data?

To get the most out of your investment in digital technology you should aim to get all your clients using your app. And here’s five reasons why.

In its Market Watch briefing earlier in the year, the Financial Conduct Authority warned advisers on the risk of using messaging apps such as Whatsapp especially given the increase in home working.

Technology can improve every element of the advice process, enhancing client onboarding, speeding up client reviews and helping reassure clients when the market moves in the wrong direction.

Millennials are set to have a huge impact on the global economy. Their spending and saving decisions will mean the demise of some long-established business models and the rise of new ones.

In a very thought-provoking TED talk by Nadjia Yousef of the Boston Consulting Group, Nadjia sets out why we should invite our technologies into our team.

When selecting a client portal, it’s important to know what it should deliver. Here are the top ten things to check that your portal will do for you and your clients.

Justin Cash, writing for Money Marketing has highlighted the launch by Microsoft of new money management tools in Excel calling it a brave new world for a technology company.

“The client experience simply wasn’t strong enough and it made me nervous putting my brand on it.” Here’s a view from an adviser firm just like yours.

Our aim is to help advisers, wealth managers and DFMs deliver a better client experience. A huge sweet spot is our ability to automate what has previously been sent by post or insecurely via email.