Plannr integrates with Söderberg and Selectapension

New adviser CRM Plannr Technologies, a fintech a quarter owned by Fintel, has announced partnerships with Söderberg & Partners and Selectapension.

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GBST adds enhanced modelling to WealthConnect

Platform fintech GBST has added enhanced modelling to its cloud-based solution for Financial Planners, WealthConnect.

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New adviser CRM aims to challenge the market

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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Consumer Duty to 'speed up' adoption of AI by advisers

The Consumer Duty could lead to a ramp up in the number of financial advisers adopting AI and machine learning in 2024, according to fintech Origo.

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