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AdviceTech Podcast 112 – Advice Designer

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AdviceTech Podcast 112 – Advice Designer

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In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber security and compliance, as well as the future roadmap and development plans for Advice Designer. Accreditation Points Allocation: 0.20 Technical Competence 0.20 Client Care and Practice 0.10 Regulatory Compliance and Consumer Protection 0.10 Professionalism and Ethics Total CPD Points: 0.60

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