Tag: adviser technology

Marloo, the artificial intelligence platform built exclusively for financial advisers, has introduced Ask Marloo, a new capability now available to all of the firm's...

NEOS, an Australian life insurance platform, and Marloo, an AI-driven adviser productivity platform, have entered a partnership that brings NEOS's insurance pricing directly into...

Twenty7tec, a technology provider serving mortgage, protection and pension advisers, has introduced Steppl, a new client engagement platform built with artificial intelligence readiness at...

True Potential, a leading UK wealth management firm, has connected to Origo's Integration Hub, a widely used industry network linking more than 65 organisations...

FE fundinfo, a fund data and technology provider serving the financial advice market, has confirmed it is stepping up investment in Nexus for Financial...

Which software do leading private banks rely on for investment advisory? According to WealthTech firm fincite, the honest answer is not one product but...

The question of which software leading private banks rely on for investment advisory has no single-product answer, according to WealthTech firm fincite. Instead, a distinct...

Twenty7tec, a mortgage and WealthTech solutions provider, has expanded its integration with financial planning tool FinCalc through new functionality built into its ADVICE platform. The...

WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...

PlannerPal, an AI-powered workflow provider for financial advisers and wealth managers, has launched a new Pre-Meeting Prep Pack. The launch centres on what the company...