Adviser Software
  • Discover New Tech
    • AI Tools & Services
    • Wealth Systems
    • Mortgage Systems
    • Protection Systems
    • Ecosystems
  • Rate Your Systems
    • Adviser Tech Survey
    • Mortgage & Protection Survey
  • Events
    • Join Our Next Forum
    • Previous Forums
    • CDA Tech Forum
    • AI in Financial Advice
    • Empowering Advice Through Technology
    • External Conferences
  • Our Views
  • Directory

Select Page

Using Digital Fact Finds: Highlights from the December Investment Forum Part 1

Posted by Emma Iskowitz | Feb 23, 2021 | AdviceTech Forum, Client Onboarding & Fact Finds, Events, Investment Forum | 0 |

Using Digital Fact Finds: Highlights from the December Investment Forum Part 1

Share:

Rate:

PreviousHave 7IM just delivered the best financial planning software user experience ever?
NextThe Limits of Digital Fact-Finds: Highlights from the December Investment Forum Part 2

About The Author

Emma Iskowitz

Emma Iskowitz

Originally from New Jersey, Emma previously worked as a writer, researcher, content creator and podcast producer for fintech consulting firm Ezra Group LLC. Emma graduated from London Contemporary Dance School in July 2020, and alongside her work at FTRC she is also pursuing a career in contemporary dance.

Related Posts

Is Hybrid Advice the Future? October AdviceTech Forum Part 2

Is Hybrid Advice the Future? October AdviceTech Forum Part 2

15th November 2021

The Failures of Robo-Advice: October AdviceTech Forum Part 1

The Failures of Robo-Advice: October AdviceTech Forum Part 1

15th November 2021

The Cashflow Planning Debate – discussing the evolution of cashflow planning and how that has become a core feature of advice for advisers and clients – November forum recap

The Cashflow Planning Debate – discussing the evolution of cashflow planning and how that has become a core feature of advice for advisers and clients – November forum recap

6th December 2023

Taking a look at the potential of AI for advice firms – March Forum Recap

Taking a look at the potential of AI for advice firms – March Forum Recap

3rd April 2024

User Details

Login or Register

EATT Conference Jan 2025

DYNAMIC PLANNER REPORT

AI CONFERENCE 10 JUL 2024

Technology Research Studies

Join Our Forum

Discover New Tech

External Conference Insights

Cyber Security Hub

An  website

Designed by Elegant Themes | Powered by WordPress

  • Meet The Team
  • Privacy Policy
  • Terms & Conditions
  • Timeline
  • Contact Us
We use cookies to track usage of our website using Google Analytics. Click here to opt-out.
Do you want to receive our latest updates via email?