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Two Financial Planning software providers integrate with iO

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.


Chartered Planner’s new adviser directory axes charges for 2018

AdviserBook, a new directory of regulated financial advisers launched by a Chartered Financial Planner, has axed charges for advisers this year to encourage take up.


CashCalc ties up data integration deal with Plum Software

Cashflow modelling tool provider Cashcalc has signed a deal to provide integration with adviser back-office support firm Plum Software.


Planner's swipe at Unbiased as he launches rival directory

A Chartered Financial Planner has accused IFA directory service Unbiased of letting down the public as he prepares to launch his own nationwide adviser directory to compete with Unbiased.

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