Technology
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Transact announces major technology programme to accelerate integrations with key adviser software systems
Transact has announced a major upgrade programme to its API, improving how the platform connects with the financial planning software used by…
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Why cyber criminals favour phishing and how to better predict, prioritise and prevent attacks
With government data showing phishing remains one of the most prominent cyber risks facing the finance sector, Jason Steer, CISO at cyber…
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Pilot to power Evergreen by Calton, the proposition for next generation advisers
Evergreen by Calton has selected Pilot as the core technology platform for Evergreen, a new advice proposition led by Hayley Rabbets and…
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AI likely to influence how FA firms allocate work, develop talent, and scale operations over time, argues new White Paper
As AI becomes more embedded within financial advice businesses, it is likely to have an impact on how teams are structured and…
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The lang cat identifies AdviceTech firms to watch
The lang cat has described the “breadth” of tech being developed in the advice market as “tremendous” as it identifies future propositions to watch out for. The lang cat has released the shortlist of five firms that’ll take…
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Elon Musk’s SpaceX plans for biggest IPO in history to shake Wall Street
SpaceX’s IPO filing – the biggest in history – shows AI’s next trillion-dollar trade is infrastructure, not software, affirms Nigel Green the…
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When it comes to wealthtech customisation, the right provider may say no
Hannah Buckle, head of UK sales at Dorsum, examines the risks of excessive customisation in wealth technology, warning that bespoke projects can…
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TPR clarifies expectations for responsible use of AI in workplace pensions
The Pensions Regulator (TPR) has today published its AI Plan setting out initial expectations for how trustees should govern the use of artificial intelligence (AI). AI has transformative potential to improve administration, decision‑making and…
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Model Office launch new automated, integrated and AI empowered client file review dashboards
The requirement for advice firms, networks and support services to be data led and deliver data driven reports and MI across key…
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Transforming your advice business with technology: Year-round reassurance and seamless reviews
Over this series of columns, Rowan Whittington, Chief Product Officer at Dynamic Planner, has been looking at how advances in technology can…
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