Technology
P1 Platform launches customer app
To improve adviser’s relationships with clients
Two thirds of UK investors use AI for investment advice
But a blended approach between AI and human touch is still favoured
AI: Invisible or not…
As it is becoming increasingly used in the advice process
Still major disparities in financial advice access, Intelliflo reveals
As CEO pushes use of technology to reduce gaps
Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard