Cashflow modeller FinCalc bolts on IHT modeller
- Monday, 13 June 2022
- Articles
Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners.
Read more...Ex-Mattioli exec takes CEO reins at fintech Gaudi
- Thursday, 09 June 2022
- Articles
Former Mattioli director Mark Smith has been appointed CEO at pensions and SIPP fintech Gaudi.
Read more...Fintech Plannr launches CRM system for Planners
- Wednesday, 01 June 2022
- Articles
Fintech start-up Plannr has launched a back-office solution for Financial Planners.
Read more...Moneyinfo adds white labelled onboarding app
- Wednesday, 01 June 2022
- Articles
Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app.
Read more...