AdviceObjects participates in Tech Stack LIVE, For Tomorrow’s Financial Planning Profession – UK (March 2024)

Exploring the technology of tomorrow’s financial planning profession – Tech Stack LIVE is a brand-new virtual summit in the world of financial planning in the UK organised by NextGen. On the 15th March 2024 we reset the perspective for technology in the financial planning profession. The best part? This event is completely FREE to attend for all Financial Advisers in the UK. AdviceObjects, a WealthObjects SaaS product in the UK – enables firms to flexibly deliver advice in-person, entirely online or in a hybrid manner, using modern adviser software. The software combines an intuitive practice management CRM and an elegant Client Portal working seamlessly to support various client acquisition and planning journeys suitable for this digital age.