Investment management firm Walker Crips Group has launched EnOC Technologies (EnOC), a new company providing cloud-based regulation software to the wealth management industry.

A new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.

Timeline has revealed a two-way integration with Intelliflo’s adviser back-office system Intelligent Office.

Fintech firm Defaqto has extended the capability of its end-to-end Financial Planning software with the addition of MiFID II portfolio cost analysis ability.