AI Issue 9 2017

Acquisition International - September 2017 31 The Best-in-Class Technology we continue to lead industry-wide developments relating to both wealth platforms and robo advice. “I think we will see a movement towards full spectrum developers, as the industry continues to push forward, so it’s less about multilayer and more about multidiscipline. The goal of FinPlan has always been to facilitate an end-to-end process, where users can enter information once, automate processes and receive, record and analyse data from disparate sources to deliver an effective, efficient and compliant service proposition to clients. As mentioned earlier, we have been highly honoured to be the first practice management consultancy in the UK invited to appear in the Technology Edition 2016/2017 of The Parliamentary Review, in recognition of our specialist expertise.”