Series: Changing AdviceTech Done Right

Proudly sponsored by Plutosoft

In this two-part series, host Sacha Loutkovsky presents “Changing AdviceTech Done Right”, exploring how advice firms can successfully implement and optimise their technology ecosystems. Through conversations with Sacha Burchgart, Vincent Holland, Chloe Leow, and Leanne Bogoev, the series examines the shift beyond the “all-in-one vs tech stack” debate toward a more integrated, data-driven approach. From selecting the right core CRM platform to managing change and embedding new systems, these episodes offer practical insights to help advisers improve efficiency, data integrity, and team adoption.