Two Financial Planning software providers integrate with iO
- Thursday, 22 February 2018
- Articles
Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.
Read more...Chartered Planner’s new adviser directory axes charges for 2018
- Thursday, 18 January 2018
- Articles
AdviserBook, a new directory of regulated financial advisers launched by a Chartered Financial Planner, has axed charges for advisers this year to encourage take up.
Read more...CashCalc ties up data integration deal with Plum Software
- Friday, 07 July 2017
- Articles
Cashflow modelling tool provider Cashcalc has signed a deal to provide integration with adviser back-office support firm Plum Software.
Read more...Planner's swipe at Unbiased as he launches rival directory
- Wednesday, 05 July 2017
- Articles
A Chartered Financial Planner has accused IFA directory service Unbiased of letting down the public as he prepares to launch his own nationwide adviser directory to compete with Unbiased.
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