11th March 2020
Moneyinfo - Threesixty Technology Events 2020: ‘Thinking About Advice Differently’
Register for the 3rd series of threesixty Technology Events across the UK in June & July 2020 designed specifically to address the challenges faced by financial advisers, wealth managers and DFMs. Discover how a new breed of technology suppliers are reinventing traditional advice processes. Learn how these companies are providing an innovative approach to specific challenges when delivering advice.
Event Locations, Registration & Agenda
Sponsors include:
- moneyinfo - Branded client portals
- FE fundinfo - Fund data and technology leader
- IRESS - Back office systems
- PLOTT Creative - Branding and websites for advisers
- Intelliflo - Back office systems
- CleverAdviser - Next generation investment solutions
- i4C - Cashflow modelling
- AdvisorStream - Automated digital marketing & comms
- Time for Advice. - Back office systems
- Unipass Mailock - Secure email and comms
- Fastrak - Take control of your client reporting
- FinalytIQ - Sustainable withdraw modelling
*NOTE if you are a threesixty Services member please register here.
Not yet registered?
Please complete this form to join our community