Category: Client Portal

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...

While not before time Open Banking is becoming an issue widely discussed in the financial advice...

For many years I have been writing about how the convergence of big data, artificial intelligence...

Nick Eatock demonstrates how Intelliflo’s Personal Finance Portal (PFP) works and how clients and...

Iress have launched a new client portal option as part of their standard “out of the box” Xplan...

True Potentials ClientSite provides firms with a fully white labelled client platform which is...

As technology continues to advance, access to financial products becomes far less restrictive as...

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