Financial Planner Ovation Finance
Managing Director, Russell Ulyatt Group
Studio 61 Wealth Management
Ovation have been using XPLAN for over two years and are seeing visible benefits including valuable time savings and greater efficiency. And they're not the only ones who've noticed the difference, find out what's making their clients say 'wow!'.
Mark Loosmore discusses the evolution of adviser technology.
Chris Pitt and Mark Loosmore answer your robo-advice questions.