Platforms & Practice Technology 2009 is a one day conference designed to help advisers evaluate technologies, make informed decisions and manage sophisticated client propositions. Led by the top experts in the UK, the conference will include live demos, in depth evaluations and broad perspectives. Advisers will recount personal experiences, and the conference will tackle controversial issues such as re-registration and cost.
Topics include:-
Advanced strategies for migration and registration
Due diligence, risk management and value enhancement
Using social media marketing to add value to your business
Improving by owning the client proposition
The future of technology in finance
Discretionary vs. Advisory
Præmium introduces a session discussing why advisers are beginning to make the transition towards Discretionary Management and how platforms are now evolving and changing their focus to a more investment orientated proposition.