A Disconnected World: The Adviser’s Reality

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A Disconnected World: The Adviser’s Reality

Are we as connected as we think we are? For the last few years Origo has been focused on exploring the data journey between the various elements and procedures of the financial world. They’ve now joined forces with us to take an in depth look at the intricacies of integration from the adviser perspective. The result of that work is A Disconnected World: The Adviser’s Reality, which gives unique access to the adviser experience of working between what can feel like a limitless range of technology and tools.

For now, it’s important to say that although our research was commissioned by Origo and we worked closely with the fine people there, there was no funny business. Origo let us run the research as we wanted to, humoured us when we were grumpy, and overall did all they could to ensure what you are reading now is a valid and meaningful piece of work. We stand by every bit of it.

This paper is free to download above or you can view a flipbook here