With many advice practices in the midst of changing their licensing circumstances or contemplating a move, advice software needs are at the top of the priority list.
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As the number of technology products continues to grow, licensees have their work cut out for them in making the best choice. Tanya Seale, Group Executive Technology Solutions for Centrepoint Alliance speaks to Miriam Fine about what to keep in mind when choosing a tech stack to meet the needs of financial advice businesses they serve.
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