Skip to content
AdviceBridge® Logo AdviceBridge® Logo
  • Financial Tools
  • About Us
  • Resources
    • Blogs
    • News & Press
  • Contact
  • LinkedIn
  • Vector image of hand watering four different employees in flowerpots

4 important areas top advice firms will invest in to meet client demands in 2023

Sheetal Dhanuka2023-01-12T09:37:02+00:00January 18th, 2023|

As 2023 begins, read about 4 areas of focus that advice firms could invest in to meet client demands and improve their service offering over the next 12 months

Read More
  • An empty wallet held by an elderly man.

How technology can help as people overestimate retirement income by 30%

Sheetal Dhanuka2023-01-11T14:27:31+00:00January 9th, 2023|

With people tending to overestimate how much retirement income they are on course to receive; here's how advice and technology can help improve matters

Read More
  • Top 10 neon blue and pink light text on empty red brick wall banner.

Top 10 things that should be in your tech stack

Sheetal Dhanuka2023-01-11T14:27:12+00:00December 30th, 2022|

Want to know which systems and software you should be investing in for your advice firm in 2023? Here are the top 10 things that should be in your tech stack.

Read More
  • Businessman looking through binoculars.

Survey results: Where advisers go to find tech solutions and keep abreast of what’s happening in WealthTech

Sheetal Dhanuka2023-01-16T10:15:03+00:00December 22nd, 2022|

The 2022 AdviceBridge survey results: What technology are advice firms using? Where's good for WealthTech news? And more. The results may surprise you.

Read More

How to use technology to help your clients buy into planning for a more comfortable retirement

Sheetal Dhanuka2021-05-17T12:18:11+01:00May 17th, 2021|

Using technology to help your client plan for retirement can break things down and make information easier to digest. An intuitive visual aid makes the story more engaging

Read More

How technology can turn scheme members into financial planning clients

Sheetal Dhanuka2021-02-09T22:41:04+00:00January 15th, 2021|

Advisers with group schemes have a large pool of potential clients at their fingertips. Find out how tech turns employees into financial planning clients.

Read More

How to deliver efficient financial planning

Sheetal Dhanuka2020-12-16T14:11:41+00:00December 15th, 2020|

Giving comprehensive financial planning is time-consuming and costly. Find out how tech can help you deliver efficient financial planning to every client.

Read More

AdviceBridge is a registered trading name of NB Dhanuka Solutions Limited.
NB Dhanuka Solutions Limited is registered in England and Wales (company number 10465918).

Registered address: 1-3 Worship Street, 2nd Floor, London, England, EC2A 2AB, United Kingdom
London office: 3 Lloyd's Ave, London EC3N 3DS, United Kingdom

Copyright © 2020 NB Dhanuka Solutions. All Rights Reserved | Terms and Conditions | Privacy Policy | Website Terms

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.Accept Reject Read More
Privacy & Cookies Policy
Necessary Always Enabled