Spotlight: Kinherit

Kinherit provides clients with a digital planning platform, which allows them to manage, store and easily share documents and details, with their family or chosen executors after their death.

January Forum

A throwback to EATT 2022. Join FE fundinfo, and Sandringham Financial Partners to discuss how technology can support every step of the advice process and a whole lot more.

We want to hear from YOU

How does your firm find new customers? Share your thoughts on your lead management tools in our Ratings