The Adviser Issue 13 | Page 3

FINANCIAL TECHNOLOGY
MARKETS & INVESTING

46

The activepassive cycle

34

Abi from Plannr talks CRM
38 | Surge in member adoption of enhanced Defaqto Engage offering
40 | Is your client data helping or hindering engagement with your firm?
42 | Exclusive member-only access to the new Mortgage Brain Enterprise Deal

52

Powering the grid of tomorrow

44

Are your comms working for everyone?

52

Know when you clients win big on Premium Bonds
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April 2025 | 3