Fintel buys 25% of Financial Planning CRM firm
- Tuesday, 20 June 2023
- Articles
Fintech firm Fintel, parent of Defaqto and SimplyBiz, has invested in new Planner tech business Plannr Technologies, a developer of a new customer relationship management (CRM) system for Financial Planners.
Read more...Bravura CEO to exit after a year in the role
- Monday, 19 June 2023
- Articles
Libby Roy, the CEO of platform engine and fintech Bravura Solutions, is to step down with immediate effect after only a year in the role.
Read more...NatWest completes £144m Cushon acquisition
- Thursday, 01 June 2023
- Articles
NatWest has completed its acquisition of a majority shareholding in workplace savings and pensions fintech Cushon.
Read more...Intelliflo adds integral cashflow modelling
- Thursday, 27 April 2023
- Articles
Adviser fintech and back office provider Intelliflo has added cashflow modelling and planning capabilities to its core Intelliflo Office system.
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