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Services for

Financial Advisors
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Services for

Industry Technology Providers
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Services for

Corporate Financial Service Providers and Independent Financial Advisors Networks
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YOUR OPINION MATTERS

Client Experience

Business Consulting

Business Consulting

  • Technology Strategy
  • Vendor Selection
  • Strategic Support

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Data Management

Data Management

  • MI/BI Dashboards
  • Data Integrity and Migration
  • Integration and Connectors

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Market Research

Market Research

  • Advicetech Landscape
  • Competitor and Partner Analysis
  • Product Entry and Roadmap

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End-user Support

End-user Support

  • Reactive and Proactive Support
  • System and User Administration
  • Support Analytics

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Implementation and Adoption

Implementation and Adoption

  • Initial and Re-Implementation
  • Rollout and Training
  • Change Management

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Test and Release Management

Test and Release Management

  • UAT and Unit Testing
  • Release Deployment
  • Stakeholder Management

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everything you need to know

Latest News and Interesting Articles

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In our latest article written by Nomzamo Ngcobo, we explore how technology is redefining productivity, team culture, and access to global talent. Is your business ready to adapt?

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26 March 2025

Recruitment based on Experience Vs Qualification

Ethical Technology Selection

26 March 2025

Considerations for financial advice firms in making ethical technology choices

Dispelling some common advicetech myths

18 September 2024

While many solutions claim to offer comprehensive capabilities, no single software can effectively cover every aspect of financial advisory needs, particularly in multi-disciplinary businesses.

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