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Financial Advisors
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Services for

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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

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.

The Future of Financial Helpdesks: Trends, Benefits, and Linktank’s Leadership

17 September 2024

Since customer service has become a key ingredient in cementing relationships, Financial client helpdesks have emerged as a tool for improving greater customer satisfaction.

Superficial AI: We All Look Right…and They… Go Left.

04 September 2024

"What do you mean this is the end?" said the man after his colleague deplored the major threat that Artificial Intelligence poses to us all.

Exploring the Potential Impact of AI: Insights from Advisory Businesses

04 September 2024

The impending integration of generative AI into the financial advice sector prompts diverse speculations about its implications.

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