Category: Insights

The tool aiming to streamline financial planning processes

How InvestSuite are using algorithms to make reports clearer

How the OPAL Planning tool helps achieve client goals

The end-to-end platform aiming to help advisers recommend, process and review

Have 7IM just delivered the best financial planning software user experience ever?

7IM’s new and improved website

Are there better virtual meeting solutions than Teams and Zoom?

Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020

Intelliflo’s move into Open Banking

How many software systems does it take to service your clients?

Adam Says “PlanHappy is a great alternative to the well-established Practice Management Systems...

My Experiences using FE fundinfo – FE Analytics

With a considerable amount of functionality on offer, I thought it would be best to focus on some...

My experiences using Intelliflo – Intelligent Office

iO offers users access to various platforms, product providers, quote portals and wealth...

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