Fintel Services, whose parent owns Simplybiz and Threesixty, is launching a new proposition to connect suitable buyers and sellers as part of an initiative to help Financial Planners and advisers retiring or looking to exit their business.
Fintel, owner of threesixty and Simplybiz, said that from August all advice firm customers will receive access to AI-powered file checks across every advice case, with human checks built in as standard.
Compliance and adviser support firm Threesixty has launched what it calls a new 'holistic' compliance management suite for adviser firms called 'Trust.'