Kingswood unveils all-in-one client portal 

Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.

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CISI launches new CPD app 

The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK.

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Fintech claims UK first with financial ‘coaching’ app 

 

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.

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CashCalc launches iOS and Android app for advisers

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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