FinTech eBooks, Guides and Videos

Guide to EV Income Risk Methodology mockup

Guide to EV Income Risk Methodology

Would you like to know how you can revolutionise your advice suitability process for income? And are considering switching to a different income or retirement risk profiling solution? 


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Guide to Modernising Your Financial Planning Advice Process & Technology

In this guide, we unpack the effect software can have on your advice process and how to approach modernising your tech stack.


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Checklist to Choosing the Best Financial Adviser Software for Your Firm

Choosing adviser software is less about comparing pricing and technical spec and more about the suitability of the solutions for your unique business needs.


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Stochastic vs Deterministic Forecasting ebook mock

Stochastic vs Deterministic ebook

Read our eBook to see how a stochastic model can benefit both you and your customers, and learn about the risk of using deterministic models.


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Drawdown: The Mirror Image of Accumulation

In the report, we take a deeper dive into how the industry can better support consumers preparing for, at, and in retirement.


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FT adviser article

Financial Planning Software to Meet New Industry Demands

We explore how financial planning software is modernising the industry, the benefits that new software offers advisers and the key considerations for choosing the best solutions for your firm.


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An Adviser's Guide to Supporting Client Income Objectives

This informative guide will help you understand the concept of ‘income at risk’, so you can easily explain it to your clients, and allow you to seamlessly incorporate it into your existing advice process


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The Ultimate Guide to Investment Pathways mockup

Ultimate Guide to Investment Pathways

This 16-page guide, explains everything from how to meet your new obligations, to shaping strategies to choosing the right asset model, and more!


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Income at Risk CPD On-Demand Session

We discuss how advisers should consider different risks when drawing an income for their client and how by doing so you can enhance your retirement advice service.


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Technical Guide to Attitude to Risk Profiling

Technical Guide to Attitude to Risk Profiling

This guide explains the reasons you might want to change, and the steps you need to take to make the change as straightforward and seamless as possible.


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Appropriateness Report Preview

Our unique report analyses each of the four pathway solutions in depth based on the characteristics of non-advised consumers using drawdown, their risk profile and capacity for loss. Based on our analysis, a judgement is formed on the appropriateness of each of the pathway solutions.


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Planning with Inflation CPD On-Demand Session

We discuss how advisers should take into account planning for high inflation, particularly for those in retirement.


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