Defaqto Engage integrates with Iress Xplan
- Monday, 20 June 2022
- Articles
Ratings and fintech firm Defaqto has added integration with Iress back-office system Xplan.
Read more...Langcat adds MPS to suitability software
- Thursday, 16 June 2022
- Articles
Consultancy and software provider the lang cat has added managed portfolio services (MPS) to its suitability software.
Read more...Fidelity launches AI-driven software for Planners
- Friday, 27 May 2022
- Articles
Retirement and investment provider Fidelity International is to launch an artificial intelligence-driven Financial Planning software tool for UK advisers.
Read more...FinCalc revamps client portal
- Thursday, 20 January 2022
- Articles
Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client.
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