Fintech

Mapping fintech to the financial planning process and guiding you through selection.

Mapping fintech to the financial planning process: FPA report

Identifies and matches fintech solutions to the financial planning advice process.

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Financial planning process mapping tool

Partnering with YTML, an online tool which helps you:

  • Quantify what are the real costs involved in provide advice
  • Determine how long it really takes you to provide advice end-to-end
  • Calculate how to price your services accordingly, based on this knowledge.

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FPA fintech buyers guide and checklist

To help you assess what fintech your business needs, and guide you on finding the right provider.

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Technology Assessment Template

A checklist to guide the software selection process.

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Mapping FinTech to the financial planning process

A guide to fintech solutions for your advice practice.

Note: We recommend that you view this tool on a laptop/desktop. Hyperlinks won’t work when viewing on a mobile device and/or tablet.

 

QUESTIONS?

We’d be delighted to talk you through any questions you may have. Simply email us at [email protected].

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