Kingswood unveils all-in-one client portal
- Thursday, 03 March 2022
- Articles
Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.
Read more...CISI launches new CPD app
- Tuesday, 28 September 2021
- Articles
The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK.
Read more...Fintech claims UK first with financial ‘coaching’ app
- Wednesday, 25 August 2021
- Articles
Fintech Claro has launched an innovative ‘financial coaching’ app which it says will help people plan their own finances by combining technology with human experts.
Read more...CashCalc launches iOS and Android app for advisers
- Friday, 23 July 2021
- Articles
Financial Planning software firm CashCalc, recently sold to FE fundinfo, has unveiled an app for iOS and Android which can be used by financial advisers and their clients to improve communication.
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