Advice technology solutions work in silos
Financial advisers are bombarded with an excess of choices when it comes to technology while many of the software solutions in the market work in silos and do not talk to each other. That was the view of technology and advice solutions provider, YTML, whose director, Terri Ho, told a media roundtable yesterday that it was not a case of advisers and planners being reluctant to embrace technology but that they did not know how to combine the different components together.