11th March 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

Wetherby 24-Jun

Manchester 25-Jun

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.

Registration

Free Registration and CPD

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