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GBST adds enhanced modelling to WealthConnect

Platform fintech GBST has added enhanced modelling to its cloud-based solution for Financial Planners, WealthConnect.

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New adviser CRM aims to challenge the market

A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.

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

The Consumer Duty could lead to a ramp up in the number of financial advisers adopting AI and machine learning in 2024, according to fintech Origo.

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Defaqto launches Consumer Duty Profiles for MPS

Fintech and data provider Defaqto has unveiled new independent Consumer Duty Profiles for the top 20 most-frequently recommended discretionary MPS portfolios.

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