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Kingswood unveils all-in-one client portal 

Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.

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SIPPs firm Curtis Banks launches new client portal

Independent SIPP operator Curtis Banks has launched a new secure client portal, signalling the latest development of its new SIPP product launched earlier this year – Your Future SIPP. 

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IRESS expands open integration for XPLAN

IRESS has said that XPLAN clients will be able to easily allow third party software providers to directly access and integrate with XPLAN.

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