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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
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Friday Oct 08, 2021
Friday Oct 08, 2021
In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks Robert Clark from RC Brown Investment Management.
In this episode, Robert discusses the future of IFAs and DFMs and how technology can help firms to streamline workflow processes, and drive efficiencies through their business.
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