Twenty7Tec enters wealth market with Finplan acquisition
- Tuesday, 14 June 2022
- Articles
Tech firm Twenty7Tec has acquired Bluecoat Software, the owner of wealth and mortgage CRM solution FinPlan, for an undisclosed sum.
Read more...Cashflow modeller FinCalc bolts on IHT modeller
- Monday, 13 June 2022
- Articles
Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners.
Read more...Ex-Mattioli exec takes CEO reins at fintech Gaudi
- Thursday, 09 June 2022
- Articles
Former Mattioli director Mark Smith has been appointed CEO at pensions and SIPP fintech Gaudi.
Read more...Fintech Plannr launches CRM system for Planners
- Wednesday, 01 June 2022
- Articles
Fintech start-up Plannr has launched a back-office solution for Financial Planners.
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