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Financial advisers are moving away from platforms to reduce costs for their clients
The need for financial advisers to embrace technology has only been accelerated on the back of the COVID pandemic and Sharesight is one online portfolio tracking tool many are turning to.
On this episode of the ifa show, host Neil Griffiths is joined by Chris Stojcevski from Sharesight’s partnership team to discuss exactly what the tool does and why it’s proving to be incredibly popular within the sector.
As well as sharing the progress of Sharesight since its inception to today, Chris details the structural trends of financial advisers moving away from platforms to reduce costs for their clients and how his experience at June’s AI Summit drove that point home.
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