In an exclusive insight piece, our CEO Robin Bevan explores how financial planners can revolutionise their data management strategy.
Drawing from decades of experience in fintech, Robin breaks down the complexities of modern data integration and reveals practical solutions for advisory firms of all sizes. Originally featured in Financial Planning Today, this article offers a blueprint for transforming how your firm handles data – from streamlining multiple integrations to achieving clean, actionable insights that drive business growth.
Read the full article at Financial Planning Today: My 6 top data tips for financial planners
