We invite you to watch our latest video program on FSiTV featuring YTML Consulting director Piew Yap, as interviewed by Mark Smith, deputy editor of Financial Standard.
In the interview, Yap explains how YTML - which stands for Your Technology Made Lite - has helped major institutions customise financial planning tools such as XPLAN, COIN and Adviser Intelligence for specific needs.
He also introduces a number of innovative software solutions that small and medium-sized practices can use to make their operations more cost effective, efficient and professional.
Chief among these products is Highlighter. The tool takes any of a planning firm's own advice tools and spread sheets or calculators that it has built in Excel and converts them directly into powerful and engaging web application automatically.
This video will be of particular interest to practice owners looking to cut down on costs and find software solutions that make client meetings more engaging.