Round 1 of conference seminars
We will be hosting a number of short presentations lasting between five and 20 minutes.
In the first Intelliflo session, Rob Walton will chat with the number one adviser sitting at the top of our eAdviser index and ask those crucial questions which explain how he got there.
This will be followed by: Brooks Macdonald looking at the advantages of having a data culture within your businesses; i4C who will be launching their cash flow modelling tool and showing how it revolutionised one firm’s advice offering; Defaqto outlining their new end-to-end financial planning solution Engage and finally, Wealth Wizards showcasing their robo-paraplanning integration which reduces processing times significantly.
We will also have some 25 mins training sessions covering income and advanced document designer. These will be followed by our first developer session showing how quick and easy it is to build and design your own app.