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Creating technology for financial planners

Welcome to the Build your Business podcast where financial advice industry experts talk about how to grow your financial planning business.

How to pick a technology partner for your practice

Welcome to the Build your Business podcast where financial advice industry experts talk about how to grow your financial planning business. In this episode,...

A CRM built for financial advisors by financial advisors

A Customer Relations Management (CRM) system built by financial advisors and software engineers, specifically for financial advisors.

Is crypto your kryptonite?

An introduction to cryptocurrency and blockchain technology.

Digitisation is driving the evolution of new trends that are reshaping...

Farhaana Baartman, Head of Marketing and Customers at Hollard Life Solutions, discusses how the insurance industry has witnessed accelerated digitisation and adoption of smart technologies.

The future of investing

Grant Locke, Head of OUTvest, describes how OUTvest helps financial advisors streamline the way they do business and thereby scale their advice practice, with a powerful white-label investment platform, designed from the ground up to focus on helping investors achieve their objectives.