The Adviser Issue 11 | Page 18

FINANCIAL TECHNOLOGY
And , as tech evolves , it ’ s important to consider the solutions you currently have in place and ask …
• Do I have the right tech in place ?
• Are there better solutions available ?
• Could I save money by changing my tech ?

SimplyBiz is not only a leading regulatory service provider , but also one of the largest providers of complimentary and discount tech solutions , and we can help you find the answers to these questions . We are constantly scanning the marketplace for quality solutions from reputable businesses that offer real solutions to real adviser problems . Alongside our parent company , Fintel , we ’ ve partnered with , invested in , and , in some instances , acquired , some of the best tech solutions around over the past few years , so thought it would be helpful to showcase them here , in our flagship publication . The graphic below provides a visual overview of how these solutions fit into your advice process , followed by a short summary of each , which we hope will help you understand where your tech stack sits currently , and how , with our help , it could be improved .

Want help with your business technology ? Chat with our Adviser Technology team for guidance and to see where membership discounts might help save you money . Email technology @ simplybiz . co . uk to get started or ask your support manager to arrange an appointment .
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