Technology and Administration Materials

From practice management software to platforms to client relationship management, there’s technology for all your needs. However, making it work in practice is another challenge.

FundsNetwork have created a number of materials to help firms keep their business safe.

Compliance - Find out more

 

Article-Global-04 Business Toolkit

Using technology to make your business processes much more efficient

In continuation of their Adviser Support Programme, Fidelity FundsNetwork's latest webinar covers the following three areas: the emergence of APIs (Application Programming Interfaces) within the platf...

FundsNetwork 15th Oct 2021

Article-Puzzle-01-2019 Business Toolkit

Security-related questions firms should ask their platform partner

Is your platform partner using strong enough measures to protect your firm and your clients' data from cybersecurity threats?

FundsNetwork 15th Oct 2021

Article-Protection-02-2019 Business Toolkit

Cybersecurity among top business risks for financial advice firms

Cybersecurity is among the top three business risks for large advice firms according to Nextwealth's Financial Advice Business Benchmarks 2021.

FundsNetwork 5th Oct 2021

Article-Technology-03-2019 Business Toolkit

Helping your clients stay cyber safe at home, online and on the move

In an increasingly digital and online world, it’s important that information and data is secured and protected.

FundsNetwork 27th Sep 2021

Article-Global-03-2019 Business Toolkit

Protect your inbox from hackers

The good news is there are some simple steps you can take to protect your email account from hackers.

FundsNetwork 27th May 2021

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BUSINESS TOOLKIT CYBERSECURITY TECH AND ADMIN FUNDSNETWORK HACKING EMAIL ACCOUNTS

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