The Adviser Issue 11 | Page 19

FINANCIAL TECHNOLOGY
Practice Management
CRM
Marketing & Consumer Duty
Training & CPD
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Client Reporting
Client Website / Portal Access
Suitability

Adviser firm

Financial & Cash Flow Planning
Mortgages Pricing & Trading
Security & Checks
Protection Pricing & Trading
Platform Execution
Research
Pension Switching
# 11 | SUMMER 2024 | 19