Fintech Ammonite secures £250,000 investment
- Monday, 13 November 2023
- Articles
London Fintech firm Ammonite - founded by two former Chartered Financial Advisers - has won a £250,000 investment from Industrial Thought, a group focused on the advancement of wealth management.
Read more...Defaqto integrates Engage with Plannr CRM
- Monday, 06 November 2023
- Articles
Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.
Read more...Dynamic Planner integrates with Curo
- Friday, 06 October 2023
- Articles
Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.
Read more...Defaqto readying revamp of Engage Planning software
- Thursday, 05 October 2023
- Articles
John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
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