Platform Transact has added a facility to allow users of the Timeline pension app to import Transact client portfolio data.

Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.

A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.

Chartered Financial Planner Abraham Okusanya has written a new book tackling the “unavoidable question of how long before you pop your clogs”.