Regulation technology firm Model Office has teamed up with 17 fintech providers to produce a handbook that will review and outline what the providers are offering that can help advisers and planners during the coronavirus.
The 17 contributors, which include the lang cat, Apricity, Wealth Wizards and The Yardstick Agency, have been asked to provide simple and clear features and benefits reviews, and outline the services and products they provide.
The free handbook has been structured to showcase how technology can help support advisers and planners in four areas:
- Client engagement
- Client, practice and business management
- Business and risk management
- Useful technology and tools
Model Office founder Chris Davies said: “As we navigate our way through these strange times, it’s been so encouraging to see these great financial technology firms come together in this paper to show how they are helping advisers are planners.
“This handbook is a reference document providing a high-level overview from tech fintech provider demonstrating how they may be able to help your business meet your current and on-going challenges.”
This article was previously published on Professionaladviser.com