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.
Read more...GBST adds enhanced modelling to WealthConnect
- Wednesday, 13 March 2024
- Articles
Platform fintech GBST has added enhanced modelling to its cloud-based solution for Financial Planners, WealthConnect.
Read more...New adviser CRM aims to challenge the market
- Monday, 04 March 2024
- Articles
A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.
Read more...Consumer Duty to 'speed up' adoption of AI by advisers
- Wednesday, 03 January 2024
- Articles
The Consumer Duty could lead to a ramp up in the number of financial advisers adopting AI and machine learning in 2024, according to fintech Origo.
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