Every UK financial advice firm faces the same problem. Client information sits in one system, while plan and valuation data sits in another. Keeping them in sync leads to manual data entry, duplicated work, and advisers switching between logins to find what they need.
We’ve teamed up to address this.
From today,
Subscribe to FinTech Scotland’s news feed.
Click on “Follow” and decide if you want to get news from FinTech Scotland via RSS, as email newsletter, via mobile or on your personal news page.
Subscription to FinTech Scotland comes without risk as you can unsubscribe instantly at any time.
You can also filter the feed to your needs via topics and keywords so that you only receive the news from FinTech Scotland which you are really interested in. Click on the blue “Filter” button below to get started.
Website title: Home - FinTech Scotland :FinTech Scotland