New adviser CRM aims to challenge the market
- Monday, 04 March 2024
- Articles
A new adviser CRM has been launched to challenge the likes of established CRM firms such as Intelliflo, IRESS and Time4Advice.
Read more...Consumer Duty to 'speed up' adoption of AI by advisers
- Wednesday, 03 January 2024
- Articles
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.
Read more...Defaqto launches Consumer Duty Profiles for MPS
- Tuesday, 19 December 2023
- Articles
Fintech and data provider Defaqto has unveiled new independent Consumer Duty Profiles for the top 20 most-frequently recommended discretionary MPS portfolios.
Read more...FinCalc adds goals tools to Cashflow software
- Wednesday, 13 December 2023
- Articles
Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product.
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