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  • Defaqto launches Consumer Duty Profiles for MPS

    Defaqto offices

  • Consumer Duty to 'speed up' adoption of AI by advisers

    Origo website

  • New adviser CRM aims to challenge the market

    Garth Thompson of Plannr Technologies

  • GBST adds enhanced modelling to WealthConnect

    GBST acquired WealthConnect in May 2023

  • Plannr integrates with Söderberg and Selectapension

    Plannr chief executive Gareth Thompson

  • Fintech adds web-based CRM and management system

    Twenty7tec's website

  • Major US fintech buys UK Chartered Financial Planner

    Holding page for new Marygold UK site

  • Iress to sell Pulse portfolio software arm

    Iress website

  • Saltus adds FinCalc digital Planning tools

    FinCalc's website

  • Fintechs team up to aid legacy system transfers

    Last year GBST relaunched its Composer wealth platform and rebranded to signal a new direction for the business

  • Iress appoints new UK executive managing director

    Iress website

  • Platform One adds new office to support growth

    Platform One's website

  • Tessa Lee: 5 ways AI will transform Financial Planning

    Tessa Lee of Moneyinfo

  • 3 month delays in onboarding with wealth managers

    The wealthier the new client, the more protracted the onboarding process

  • Cashflow modeller Voyant pairs with Oxford Risk

    Oxford Risk's website

  • Selectapension adds MPS data feed

    Selectapension offers specialist online software for pensions and investments planning for Financial Planners

  • Platform engine Bravura returns to profit

    Andrew Russell, group CEO at Bravura

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