Advisers and purchasers are having to react to a courageous new world within the midst of the coronavirus pandemic. Whereas digital conferences are an apparent signal of how planning know-how is being remodeled, all the things from shopper portals to cashflow is coming beneath the highlight.

In right now’s episode of our daily podcast series on how Covid-19 will revolutionise monetary recommendation, Monetary Expertise Analysis Centre boss Ian McKenna speaks to Cash Advertising concerning the street forward for recommendation know-how.

Since recording, Unipass Mailock decreased the worth quoted within the podcast of £8.50 plus VAT monthly to supply it free for 60 days throughout Covid-19.

See for summaries of what observe administration methods can be found for planners working remotely.


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