Category: Client Portal

Views from Finovate Fall: MX

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...

Posted by Robert Quartey | Mar 12, 2019 | Client Portal |

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

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