Planners want better platform / back-office integration
- Thursday, 22 April 2021
- Articles

In a special platforms report for the latest edition of Financial Planning Today Magazine, Financial Planners have called for platforms to develop better integrations with the most popular back-office systems.
Read more...Financial Planners' Covid-19 tech revolution
- Wednesday, 25 November 2020
- Articles

Since lockdown started to bite nine months ago there has been a revolution in technology for Financial Planners with most compelled to invest in new technology.
Read more...Financial Planners: The key to a good CRM system
- Tuesday, 28 June 2016
- Insight & Analysis

Financial Planning businesses play host to a plethora of data from fact finds, application forms, CRM systems and platforms but are planners taking full advantage of the potential of technology to improve efficiency?
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