Skip to content
Sign in
Artwork for Bionic Adviser
Bionic Adviser · Yesterday · 58 min

Episode 4 - Proprietary Tech with Cadence Financial Planning

A different sort of episode, and the first of what I'm calling my big picture ones: instead of a single tool, we look under the bonnet of a whole firm. Keith Hare, Alex Bond and Craig Fitzsimons of Cadence Financial Planning build most of their own technology, and six people are running a stack that punches far above its weight. We cover the onboarding tool they sketched on a Thursday and released the following week, a suitability engine on version 13 in four months, a case that took 35 outsourced hours and now takes two and a half, and the hallucination that invented an FCA rule.

0:00-58:19
Play in
Transcript file

transcript

No transcript — this publisher did not publish one.

show notes

A different sort of episode, and the first of what I'm calling my big picture ones: instead of a single tool, we look under the bonnet of a whole firm. 

Keith Hare, Alex Bond and Craig Fitzsimons of Cadence Financial Planning build most of their own technology, and six people are running a stack that punches far above its weight. 

We cover the onboarding tool they sketched on a Thursday and released the following week, a suitability engine on version 13 in four months, a case that took 35 outsourced hours and now takes two and a half, and the hallucination that invented an FCA rule.

more episodes

All episodes