The aim is to provide advice and guidance to advisers on coping with the pandemic through more efficient use of technology.
The handbook has been supported by more than a dozen firms including Advicefront, Apricity, Dynamic Planner, Intelliflo, Iress, the Lang Cat, Dynamic Planner and Prestwood Software.
The handbook covers how technology can help support Financial Planners in four key areas: Client Engagement; Client, Practice and Business Management; Business and Risk Management and Useful technology and tools.
Chris Davies, founder of Model Office, said: “As we navigate our way through these strange times, it’s been so encouraging to see these great financial technology firms come together in this paper to show how they are helping advisers and planners.
“This handbook is a reference document providing a high-level overview from each FinTech provider demonstrating how they may be able to help your business meet your current and ongoing challenges.”
The handbook is available to download free here: http://resources.model-office.co.uk/remoteworkingandfintech
Model Office is a regulation technology platform for wealth managers, Financial Planners and advisers.