Tech that works
We help networks make smart, joined-up decisions about technology – from choosing the right tools to embedding them across advice, compliance, and operations.
What this can look like
Working with you
This service is used by networks who want technology that works for their people – not just their roadmap.
Technology in advice firms can either solve problems or create them. We make sure you only ever do the former - by focusing on the business need, not the shiny tool which has just become available.
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FinTech Implementation
Adeptli Co-Founder & Chartered Financial Planner
Jamie brings over 15 years of experience at the intersection of advice and technology, combining practical insight with a forward-thinking approach. He specialises in strategic planning, streamlining advice processes, and unlocking the practical benefits of AI for financial services today.
Co-founder
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What tech do we actually need – and what’s just noise?
How do we get better ROI from our current systems?
Who should lead on implementation – and what does good look like?
How do we manage change without overwhelming our teams?
Whether you need hands-on support or want to explore joining Adeptli as a consultant – we’re ready when you are.
Need to know more
Browse our FAQs to learn more about our support and services.
We work with networks to identify the problems they’re trying to solve with tech - get in touch if you’re unsure where to start with modernising the way you operate.
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Specialist support for advisers, firms, and networks
