Dynamic Planner integrates with Curo
- Friday, 06 October 2023
- Articles
Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.
Read more...Defaqto readying revamp of Engage Planning software
- Thursday, 05 October 2023
- Articles
John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
Read more...Verve Group launches back-office solution
- Wednesday, 27 September 2023
- Articles
Support services provider The Verve Group has launched a new back-office dashboard.
Read more...Tell us your ‘pain points’, says Origo
- Friday, 11 August 2023
- Articles
Origo chief executive Anthony Rafferty has urged Financial Planners and other industry professionals to tell the fintech about their problems so the business can work on ways to help.
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