Fintech Twenty7tec has launched a new AI-ready client engagement platform that it said gives clients one place to manage their digital relationship with their adviser.

Scottish Financial Planning firm Calton has selected Pilot as its core technology platform for Evergreen, a new support network being launched for self-employed Financial Planners.

Söderberg & Partners Platform, Seccl and Plannr have launched the second phase of their integration, which they say will allow Financial Planners and advisers to open and manage platform accounts end-to-end within a single system.

The number of advised customers rose 7% year-on-year for platform AJ Bell to 189,000 in the first quarter of the year.

Global platform engine FNZ has launched a premium service proposition which it claims will provide clients with enhanced service levels, advanced capabilities and additional platform support.

AJ Bell Investcentre has launched two new estate planning trusts, with a third to follow, to boost options for advisers involved in estate planning.

Fidelity International’s Bitcoin ETP has received regulatory approval from the FCA for retail access.

Investment platform and SIPP provider AJ Bell has reported 6% growth in advised customer numbers (year on year) to 182,000 for the three months ended 30 September.

Berkshire-based Financial Planning firm Flying Colours has launched a new investment platform, powered by the Octopus-owned white label platform Seccl.

Aegon’s adviser platform saw a drop in net outflows to £1,447m in the first half of 2025.

Platform and DFM provider Parmenion has added a new withdrawal dashboard, which it says is designed to help advisers when they need to view information about clients’ withdrawals.

Halo Invest has launched its investment platform after it received FCA approval.

White label platform Seccl, owned by Octopus, is to handle the 300,000 investment and pension customers of digital bank Monzo.

Adviser platform business Wealthtime reported a 4% increase in AUA from £8.9bn to £9.2bn in the year to the end of December, despite challenging markets.

Adviser platform Transact has launched a new integration with fintech Plannr which the two firms claim should speed up the account opening process.

The HNW-focused investment manager Wealth Club said the amount invested across its platform has climbed 17% to £1.644bn.

P1 Investment Services, the owner of the P1 Platform, has launched a client onboarding and servicing portal for advisers.

Investment, protection and retirement specialist LV= has launched a new platform service for advisers in partnership with Embark.

Integrafin, parent company of adviser platform Transact, has reported record funds under direction on the platform of £65.9bn for the three months to the end of December.

Platform and investment manager 7IM has added new tools and functionality to its platform following feedback from advisers and clients.