Iress to sell Pulse portfolio software arm
- Thursday, 09 May 2024
- Articles
Fintech Iress is to sell its Pulse portfolio management software to SecuritEase Holdings UK Limited, part of New Zealand-based SecuritEase group.
Read more...Major US fintech buys UK Chartered Financial Planner
- Thursday, 02 May 2024
- Articles
California-based fintech Marygold & Co has acquired its second UK Financial Planning firm ahead of a bigger push into the UK savings and advice market.
Read more...Fintech adds web-based CRM and management system
- Thursday, 18 April 2024
- Articles
Fintech Twenty7tec has launched a web-based practice management and CRM solution for financial advisers.
Read more...Plannr integrates with Söderberg and Selectapension
- Monday, 25 March 2024
- Articles
New adviser CRM Plannr Technologies, a fintech a quarter owned by Fintel, has announced partnerships with Söderberg & Partners and Selectapension.
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