by Mariam Pourshoushtari | 09 February 2018 | Archive
We can’t talk about adviser fintech without addressing the elephant in the room – integration. And it shouldn’t surprise anyone that it is the top barrier to adviser firms adopting tech in the advice process. They complain that systems don’t communicate with each...
by Mariam Pourshoushtari | 08 December 2017 | Archive
There was a time when certain industry commentators speculated that platforms would eventually make back office software redundant. Not so much now. This sector within the fintech industry – perhaps traditionally regarded as rather pedestrian in some quarters – is...