Twenty7Tec enters wealth market with Finplan acquisition

Tech firm Twenty7Tec has acquired Bluecoat Software, the owner of wealth and mortgage CRM solution FinPlan, for an undisclosed sum.


Cashflow modeller FinCalc bolts on IHT modeller

Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners.


Ex-Mattioli exec takes CEO reins at fintech Gaudi

Former Mattioli director Mark Smith has been appointed CEO at pensions and SIPP fintech Gaudi.


Fintech Plannr launches CRM system for Planners

Fintech start-up Plannr has launched a back-office solution for Financial Planners.

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