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WATCH THE WEBINAR: Are platforms ambitious enough in solving adviser problems?

WATCH A RECORDING OF THE WEBINAR:

 

Are platforms ambitious enough in solving adviser problems?

 

Watch this webinar to gain new insights around the shift happening across the wealth and financial planning industry and the new world of choice and innovation from a technology perspective.  You will hear our experts discuss if the current value chain is broken, how the industry needs to change and what the industry must to do to get 100% focused on better outcomes for advisers’ and their clients.

 

Key takeaways:

  • The disconnect between platform valuations vs value chain.
  • Whether or not the age of technology is critical.
  • If the current landscape could change, what should it to look like?
  • What platforms and advice tech can be doing right now to support current and future adviser challenges.

Watch the webinar:

 

Access the recording HERE.

 

Want to learn more?

 

WealthO2 is changing the game in the financial planning and software space and a key component of this is in partnership with Roar Software. The partnership offers the first end-to-end solution from fact find, through to advice, SOA and to execution in an uninterrupted workflow.

 

Watch our ‘6-minute pitch” here here to be one of the first to learn about how this combined solution is ambitiously focused on delivering for advisers.

 

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WATCH THE WEBINAR: Are platforms ambitious enough in solving adviser problems?

Watch this webinar to gain new insights around the shift happening across the wealth and financial planning industry and the new world of choice and innovation from a technology perspective. 

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