Blog

Financial Advice

The re-integration of wealth

Providing a vertically integrated, end-to-end service offering is often seen as a way to help firms expand their proposition and gain a greater share of clients.

Andrew Foster  |  6 min read
06 April 2021

Financial Advice

8 things to consider before buying new software

So you need to choose some new software for your business. Where on earth do you start? And how do you know if you’re making the right decision?

Iress  |  6 min read
24 March 2021

Financial Advice

Has your technology provider got your back?

You spend a lot of time weighing up the features and benefits of adviser software to make sure it’s the right fit for your business. But do you give the same amount of consideration to the support and service you’ll get when you buy new software?

Iress  |  5 min read
16 March 2021

Financial Advice

Where next? A roadmap for digital success

There is a big momentum in wealth management to invest in digital capability. But while COVID-19 has moved things along for the digital provision of financial advice, businesses are still feeling the customer pressure to make bigger strides forward.

Iress  |  3 min read
16 March 2021

Financial Advice

What’s stopping your digital strategy from moving forward?

It’s easy to talk about ‘going digital’ and visualise the benefits of digital advice tools like client portals and digital signatures. After all, we all want to be better, faster, and more profitable.

Iress  |  3 min read
09 March 2021

Financial Advice

Go with the workflow for a better way of working

Workflow. You’ve either got it, or you haven’t. If you’re finding the advice journey isn’t quite as plain sailing as it should be, it’s time your technology took one for the team.

Iress  |  4 min read
09 March 2021

Financial Advice

How to engage financial advice clients in 2021

Whether it’s delivering films, food or financial advice, technology gives us a simpler, more convenient way to access what we need. And the better the experience gets, the more we want to use it.

Iress  |  5 min read
03 March 2021