AdviserSoftware.com

💡 The AdviserSoftware.com site is designed to be the ultimate source of information for financial advisers on technology for their businesses. Detailed reviews and analysis are accompanied by an unparalleled directory of software solutions for advisers covering 50 categories of software from 100 different firms... We also run a monthly AdviceTech Forum through the site, creating a space for leading advisers and distributors to connect and discuss technology, practices, and topical issues 🤖 Click here to visit AdviserSoftware.com and explore the technology solutions available to you: https://lnkd.in/eFp9E98S

moneyinfo offers a financial technology designed to provide financial management capabilities for both clients and financial advisers 💡 It offers a centralised hub in the form of fully branded mobile apps and a client portal for clients to access and track their portfolio valuations and balances, with full coverage including investments, banking, mortgages, and insurance, while empowering advisers with tools to help with client management, secure communication, and workflow automation 📈 Read our analysis here 👉🏼 https://lnkd.in/ep7y34jw

Where are we, 18 months in to Consumer Duty? 🤔 During our December #AdviceTech Forum, Ian McKenna was joined by David Ogden and Chris Atkinson to discuss this... Catch the snippet below, and head to AdviserSoftware.com to catch up on the full session 👇🏼 https://lnkd.in/eP_KMYNs #ConsumerDuty #Advice #Tech

🎄 Seasons Greetings from all involved in Empowering Advice Through Technology 2025 - hope to see on 30 January for another amazing day to showcase #advicetech https://lnkd.in/dQ_ZGn7P Plannr Technologies Limited Origo Seccl Multiply Iress AdvisoryAI Focus Advice Technology intelliflo Octopus Money EV - Financial Solutions HUB Financial Solutions (a HUB Group company) Inzuzo Ltd PlannerPal Ningi Benchmark Capital Dynamic Planner

🎥 Consumer Duty: 18 Months In – Key Takeaways for Advisers... The Consumer Duty regulations have been in place for 18 months, but what have we learned, and where are advisers still facing challenges? 🤔 At our December Forum, industry leaders shared insights on: ✅ The real impact of Consumer Duty so far 🔎 Where advisers can improve to meet ongoing obligations 🚀 Practical steps to ensure better client outcomes 👉 Read or listen to the Forum Recap: https://lnkd.in/eP_KMYNs #ConsumerDuty is here to stay – let’s ensure we’re getting it right for our clients. What’s been your biggest challenge or success with Consumer Duty so far? Share your thoughts below, and follow AdviserSoftware.com for more insights! 👇 #ConsumerDuty #FinancialAdvice #ClientOutcomes #AdviserInsights #Regulation David Ogden Chris Atkinson Ian McKenna

We're delighted to announce Inzuzo Ltd as a brand new sponsor for our Empowering Advice Through Technology conference. This is how they describe their business: "Inzuzo delivered over £2.5 billion in potential investable assets to the industry in 2024, making it the UK's leading provider of qualified financial advice enquiries. Every enquiry is GDPR and ICO compliant, connecting advisers with consumers actively seeking expert advice: engaged, ready to act, and guaranteed to attend appointments. As proud supporters of EATT2025, Inzuzo continues to lead the way in driving growth and innovation within the Advicetech market. Our reputation is built on trust, compliance, and delivering exceptional value. More than a lead generator, Inzuzo is a trusted partner, empowering advisers to grow their businesses while upholding the highest standards of professionalism. Together, we're shaping the future of financial advice." To find out more about #EATT25 and to book your place, please visit https://lnkd.in/ezx-GrhT.   Jeff Lange Lauren Kiley Buddy Keville Sam Feltham Daniel Crowther CeMap CeRER ☑️ David Harris

📩 Stay in the loop with the latest in the industry! Subscribe to our mailing list today to receive: ✅ Tech updates ✅ Insights on new and updated products ✅ Conference insights Don’t miss out—sign up now and stay informed 👇🏼 https://lnkd.in/eHDdZ4Df

🤣 It's time for what is now my "annual tongue in cheek post" to blow our own trumpets for #EATT25. I make no secret of how much I love organising this conference - from the exhibitors to the delegates, the AV crew to the venue, its a fun event. So what's it all about and why should you be there... “Empowering Advice Through Technology” explores how you can best enhance your AX (Adviser Experience), BX (Business Experience) and CX (Client Experience) through utilising technology. At the show you will see an array of new services that can help enhance each of the above, alongside hearing from the firms developing new solutions and, most importantly, other advisers. Join us on 30 January in London to see some of the best technology propositions that will help your business thrive! Follow this link for more details 👉 https://lnkd.in/e54QZvpk (and contact me if you'd like to receive a discount code 🙂) #advicetech #fintech #innovation #financialadvice #conference

Engage Smarter AI is helping revolutionise how financial advisers and providers interact with their clients. In a world increasingly reliant on technology, Engage Smarter offers AI-powered solutions designed to streamline operations, enhance client engagement, and improve overall efficiency 💡 This product is aimed at large-sized financial advisers and providers 📈 Read more here: https://lnkd.in/egVNkMWQ Follow AdviserSoftware.com for more insights.

Is your business ready for the tech-driven future of financial advice? Our latest recap from the November Adviser Software Forum offers actionable insights to help you develop a forward-thinking technology strategy for 2025 and beyond. Key topics include: 👉 How to align your tech stack with your long-term business goals 👉 The evolving role of artificial intelligence in advice delivery 👉 Practical tips for improving efficiency and client engagement through innovative tools Stay ahead of the curve and ensure your practice is prepared for the opportunities and challenges of tomorrow. 🔗 Read the full recap here 👇🏼 What’s your top priority for your 2025 tech strategy? Let us know in the comments, and follow AdviserSoftware.com for more insights! #AdviserTech #FinancialAdvice #TechStrategy #Innovation #FutureProofing