Choosing Adviser Software Presentations

Choosing Adviser Software Presentations

In this presentation delivered to the Professional Finance Society Festival of Financial Planning, Adam Higgs discusses how to successfully source adviser software solutions. The talk includes;

• The myths associated with technology

• The trends of different adviser software system types

• Common mistakes made when sourcing software

• What a good process involves

In Adam’s “Choosing the best technology to offer protection efficiently” presentation he discussed how the protection landscape is evolving and how technology can be key to helping advisers become more efficient. The talk included;

• Meeting CPD requirements and the impact of IDD on protection

• Open banking and unlocking market potential

• The common mistakes made when selecting software systems

• Using the right systems – how to review your practice management system provider