Firms report a year-on-year rise of 116% in clients on-boarded, with technology saving over a month of work annually.

Firms report a year-on-year rise of 116% in clients on-boarded, with technology saving over a month of work annually.
The lender will deliver commercial property finance via an API integration.
Ifthikar Mohamed, co-founder of MortgagX and Wis Mortgages, looks at how mortgage advisers can get the best out of AI by approaching it with the right mindset.
We spoke to Jordan Roundhill, operations director at Forest Hall Financial Solutions, about why technology is at the heart of the business, the advice firm's partnership with OMS, and...
The monthly resource guide aims to help advisers find the best tech solutions to drive efficiency, profitability and better consumer outcomes.
JammJar automates CRM updates, fact-find completion, document handling and suitability notes.
Processing platform One Mortgage System has partnered with MT Finance to become its origination platform partner for its buy-to-let proposition.
The assistant, built by MQube, answers complex criteria queries instantly.
Members have already created the first version of on an industry-wide property data trust framework.
Advisers cite compatibility with existing systems and cost of switching as the top barriers.
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