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  • Phil Billingham: The glaring missing link in much fintech

    I read a slightly odd and very worrying article on the social media platform Twitter / X the other day. Some of you may have seen it…

  • Phil Billingham: Why diversification is key to survival

    Before starting this month's column, I wanted to list all the providers and consultancies who have contacted me in relation to the challenges I set out in my column last month for Financial Planning Today: 'The glaring missing link in much fintech'.

  • Feature from latest Financial Planner magazine

    Financial Planners: The key to a good CRM system

  • Defaqto

    Defaqto launches new Financial Planning tool for advisers

  • Defaqto logo

    Defaqto Content: Helping advisers face compliance challenges

  • Synaptic Logo

    Synaptic Content: Why risk-taking has been a rational process since 1654

  • Defaqto

    MiFID II cost analysis now on Defaqto fintech

  • CashCalc website

    Cashflow tool CashCalc to add new features in 2020

  • Intelliflo website

    Field exits Intelliflo in major sales reshuffle

  • Investment risk

    Synaptic launches risk profiling tool for advisers

  • Truth About Money

    Prestwood launches free cashflow tool for consumers

  • Pan Andreas

    Defaqto Financial Planning software adds ESG filters

  • FinCalc is the technology platform created by O&M Pension Solutions

    FinCalc launches retirement modeller tool

  • EVPro has five modules

    Tech firm launches “game-changing” Planning software

  • FinCalc's website

    FinCalc revamps client portal

  • Jackie Boylan, head of Fidelity Adviser Solutions

    Fidelity launches AI-driven software for Planners

  • The lang cat's website

    Langcat adds MPS to suitability software

  • Defaqto Engage is an end-to-end Financial Planning software tool

    Defaqto Engage integrates with Iress Xplan

  • Wealth Wizards' website

    Wealth Wizards adds financial wellbeing software

  • Defaqto Engage website

    Defaqto to add cashflow modelling to Engage package

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