In the second of our relaunched Finnovation Masterclass series, I'm joined by Ashley Mahadeea of Advice Intelligence.
Advice Intelligence is one of what I'd call one of the bigger fringe players in the practice technology space. Growing but not yet where the team is aiming to take it.
In the tech world though, Advice Intelligence has all the markings of a future star: well-funded, great team and a clear vision of a software solution that can do it all in a way that is looking to the future rather than the past.
If you're the kind of practice whose value is aligned with how much more effectively you can help clients make faster progress, then your ethos will be aligned with their approach.
If you see the future of client engagement as being portal-centric, ditto.
In this session, Ash and I will dive into: