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Three ways technology can optimise SMSF advice

Choosing the right technology and vendors can make a real difference to the ability of advisers to service SMSF clients efficiently and cost effectively, writes Chris Hill, National Manager, Strate ....

Chris Hill , Business Development , Centre Point Or Cboe , Portfolio Reporting Services , Investment Adviser Institute Of Australia , Diploma In Financial Services , Robotic Process Automation , Cboe Mid Point , International Markets , Baby Boomers , Reporting Services , National Manager , Strategic Relationships , Business Development Manager , Strategic Account Manager , Estate Manager , Financial Planning , Dealer Groups , Applied Finance , Financial Services , Master Practitioner Member , Investment Adviser Institute ,