Don't leave technology in the back office

Mark Loosmore discusses not only the value of a front office system, but also considers the benefits firms will reap if they invest in integrating it fully with the back office.

Wealth Management

Data = Truth; Truth = Data

Sophie Hall discusses the imperative need for data, for both analysing post-regulation trends and practicing efficient client relationship management.

Wealth Management

Service with a smile

Since RDR, many advisers have now turned to using segmented client service propositions. Mark Loosmore explains how technology can be utilised to support the successful application of this approach.

Wealth Management

Never stand alone

With the app market accelerating at a rapid pace, Mark Loosmore considers how the financial services can successfully leverage this medium of technology, for the benefit of the consumer and the adviser.

Wealth Management

Regulatory change

Mark Loosmore discusses the regulatory future of the financial services in South Africa, drawing predictions from similar reforms with in UK and Australia.

Wealth Management

Don't forget the humans

You have made the decision to implement a new advice platform such as XPLAN, but what about the humans? Nuala Clamp offers an expert guide on engaging the people in your business to ensure a successful adoption of the new technology.


IRESS and Avelo

Andrew Walsh discusses IRESS' acquisition of Avelo in the UK, including how the move will contribute to IRESS' global and local strategies.

Wealth Management

Not just a fad

Aaron Knowles recaps on a recent meeting with a client, who was keen to drastically reduce the admin and paper in his business. XPLANtouch, the XPLAN app, was the solution.

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