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Moneyinfo - Threesixty Technology Events 2020: ‘Thinking About Advice Differently’

Event for Financal advisers and Paraplanners

11 Mar 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
 
Edinburgh 09-Jun
Bristol 18-Jun
Wetherby 24-Jun
Manchester 25-Jun
London 02-Jul
Bromsgrove 07-Jul
 
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
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