Imagine…a place to gather, share and learn. Imagine… a place to multiply the possible. Imagine…a place for ideas. The hottest ticket in personal finance is back. Imagine…The Festival of Financial Planning.
Adviser Outsourcing
Visit us at stand number Ft1
We work with financial planning and wealth management firms to improve operational efficiency, data quality, reporting, and business processes. With extensive experience across CRM platforms including Intelliflo Office, Xplan, Plannr, Ningi, Wealthcraft and Curo, we support firms through system reviews, process improvement projects, outsourced income reconiliation, data assessments, reporting enhancements, and implementation programmes.
Our focus is helping firms gain greater value from their technology and operations by improving client servicing, management information, new business processes, and data quality. We are passionate about helping advice businesses create scalable and efficient operating models that support growth while reducing administrative burden.
At PFS, we look forward to discussing technology, operations, data, reporting, and practical ways to improve efficiency and support business growth.
3000+ attendees, 70+ sessions over two days, four epic arenas, inspirational content, top level speakers, members’ showcase, 70+ exhibitors, 15,000+ sqm of event space, outstanding entertainment – a unique immersive experience.
"By attending, it's opening you up to a whole new level of networking and learning."
"People here are supporting one another, sharing best practice and ideas. That's gold dust!"
"It's great to hear success stories, be around like-minded individuals, build connections and have fun!"
"The Festival really celebrates how far we've come as an industry."
