Fintech adds web-based CRM and management system
- Thursday, 18 April 2024
- Articles
Fintech Twenty7tec has launched a web-based practice management and CRM solution for financial advisers.
Read more...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.
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