Intelliflo replaces i4C with new cashflow tool
- Wednesday, 01 December 2021
- Articles
Adviser fintech and back office provider Intelliflo is to replace its i4C cashflow planning tool with a 'powerful' new cashflow tool.
Read more...STAR to launch ‘gold’ standard for product transfers
- Monday, 20 September 2021
- Articles
STAR, the cross-industry transfer initiative, is to roll out an accreditation scheme which will award bronze, silver or gold grades to providers based on their ability to transfer clients to other providers smoothly and quickly.
Read more...Robo teams up with wealth manager for low cost launch
- Thursday, 09 September 2021
- Articles
The Aviva-owned robo-adviser Wealthify has signed a partnership deal with wealth manager LGT Vestra to offer lower wealth clients a low-fee digital investment option.
Read more...WealthKernel launches digital SIPP offering
- Wednesday, 25 August 2021
- Articles
Fintech WealthKernel has launched a new digital SIPP offering which it says will enable more firms to offer ‘digital-first’ SIPPs to their customers.
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