Have 7IM just delivered the best financial planning software user experience ever?
Imagine if advisers could have access to a retirement planning tool that was as easy to use as a...
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Author: Ian McKenna
Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
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Intelliflo’s move into Open Banking
“Intelliflo’s move into Open Banking represents a step forward in the way that people are able to...
Read MoreFuture of Fintech – global livestream event from CB Insights
Future of FinTech: November 16-18, 2020 Global Livestream Experience Its all change for 2020, where CB Insights are holding a fully virtual event on the “Future of Fintech”. The conference will take place over three...
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Adviser Practice Management Systems – who’s who, old and new
A practice management system, used effectively, should be the core operating system for a modern...
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