Re-keying client data can often be one of the most dreaded tasks for a financial adviser. Spending hours, if not days, gathering and inputting information into one system, only to repeat the task every time you switch to using a third party – whether it be for online payments, risk profiling or cashflow modelling – […]
A client adviser relationship always starts with a signature. Building and maintaining that relationship may take years afterwards and it’s key to the success of the adviser’s business as well as their reputation. But that challenging and rewarding process needs a name on the dotted line. And for the client, signing that agreement, which is […]
It’s 4pm, and your staff are shifting around in their seats. If it turns out they are simply worried about how late they can leave before getting stuck in traffic, or crammed into public transport, it might be time to consider flexible working. Freedom outside the office There are many terms that fit under this […]
If you’ve stumbled upon this article you’re most likely browsing ways to schedule a demo to gain in-depth knowledge on our offer and understand how it fits with your business’ needs. Close enough? Even if you’re not looking to replace your current system and we’ve still managed to pique curiosity, you should definitely get in […]
On May 25th, 2018 the new European data privacy law — General Data Protection Regulation, or GDPR — went into effect. So we’ve reviewed our privacy policies and agreements. In order not to cause you too much trouble with boring details, here’s a 1-minute video with our four pledges.
Imagine having to do your grocery shop, like people used to, using five or six different high street shops just to get your meat and veg for the next week. Now imagine needing a password to enter each shop, and being asked to write down the groceries you’d bought elsewhere before you’re able to buy […]
It’s been a while since we last let you know about any product updates. Too long, actually. The truth is, we’ve been busy fundamentally reinventing the way in which we work to help financial advisers. It’s quite a story, so grab a cup of tea, or a coffee, a glass of wine or even some […]