• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Phil Billingham: The glaring missing link in much fintech

    I read a slightly odd and very worrying article on the social media platform Twitter / X the other day. Some of you may have seen it…

  • Phil Billingham: Why diversification is key to survival

    Before starting this month's column, I wanted to list all the providers and consultancies who have contacted me in relation to the challenges I set out in my column last month for Financial Planning Today: 'The glaring missing link in much fintech'.

  • Financial Planners: The key to a good CRM system

    Feature from latest Financial Planner magazine
  • Defaqto launches new Financial Planning tool for advisers

    Defaqto
  • Defaqto Content: Helping advisers face compliance challenges

    Defaqto logo
  • Synaptic Content: Why risk-taking has been a rational process since 1654

    Synaptic Logo
  • MiFID II cost analysis now on Defaqto fintech

    Defaqto
  • Cashflow tool CashCalc to add new features in 2020

    CashCalc website
  • Field exits Intelliflo in major sales reshuffle

    Intelliflo website
  • Synaptic launches risk profiling tool for advisers

    Investment risk
  • Prestwood launches free cashflow tool for consumers

    Truth About Money
  • Defaqto Financial Planning software adds ESG filters

    Pan Andreas
  • FinCalc launches retirement modeller tool

    FinCalc is the technology platform created by O&M Pension Solutions
  • Tech firm launches “game-changing” Planning software

    EVPro has five modules
  • FinCalc revamps client portal

    FinCalc's website
  • Fidelity launches AI-driven software for Planners

    Jackie Boylan, head of Fidelity Adviser Solutions
  • Langcat adds MPS to suitability software

    The lang cat's website
  • Defaqto Engage integrates with Iress Xplan

    Defaqto Engage is an end-to-end Financial Planning software tool
  • Wealth Wizards adds financial wellbeing software

    Wealth Wizards' website
  • Defaqto to add cashflow modelling to Engage package

    Defaqto Engage website

Page 1 of 2

  • Prev
  • 1
  • 2
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.