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...D2C platform CMC launches £25 flat fee SIPP
- Thursday, 11 April 2024
- Articles
Investment platform CMC Invest has launched a flat fee SIPP in partnership with Quai Investment Services.
Read more...FinCalc adds goals tools to Cashflow software
- Wednesday, 13 December 2023
- Articles
Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product.
Read more...Waverton launches 3 new multi-asset funds
- Thursday, 30 November 2023
- Articles
Owner-managed investment manager Waverton has launched three new multi-asset funds.
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