Focus Advice Technology & Platforms Association | Is API-First Advice Tech the Tipping Point for Wealth Management?
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Learning: Unstructured
Adviser technology is at a crossroads. Industry leaders explore how seamless, API-first platforms are consigning legacy 'Frankenstacks' to history and unlocking true scale for wealth and advice firms. With real-world case studies, Dave Upton and David Moffat unpack how modern architecture, AI-powered automation, and robust compliance controls deliver more advice to more people (not just the HNWs).
Speakers:
- Dave Upton, CEO, Focus Advice Technology
- David Moffat, Executive Chair, Platforms Association
Contact Peter Thompson for more information: [email protected]
Chapters
- 00:00 Intro to Dave Upton, Focus & API first tech, Intro to David Moffat
- 10:00 Legacy Software & AI driving change
- 17:00 Is this the next quantum shift in advice delivery?
- 20:13 Automated construction of advice, straight through processing
- 23:40 Vested interest, serve more clients
- 28:08 Calcs with AI
- 29:18 Highly connectable technology
- 31:57 End to end financial advice process
- 37:49 AI integration with Focus Tech & the advice model
- 43:20 Compliance, Control & Consumer Duty
- 47:47 Quick Fires: Disrupting the market, common objections, Focus ideal client, Pricing, Networks & Consolidators, How to contact Focus
People
Companies
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