Seccl and Moneyinfo partner to improve integration
- Friday, 24 November 2023
- Articles
Fintech Moneyinfo, which provides client portals for financial advisers and wealth managers, is to launch an improved client onboarding integration with Seccl, the Octopus-owned embedded investment platform.
Read more...Fintech Ammonite secures £250,000 investment
- Monday, 13 November 2023
- Articles
London Fintech firm Ammonite - founded by two former Chartered Financial Advisers - has won a £250,000 investment from Industrial Thought, a group focused on the advancement of wealth management.
Read more...Defaqto integrates Engage with Plannr CRM
- Monday, 06 November 2023
- Articles
Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.
Read more...Dynamic Planner integrates with Curo
- Friday, 06 October 2023
- Articles
Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.
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