Younger Planners driving tech change
- Tuesday, 01 June 2021
- Articles
Financial Planners under the age of 45 are driving technology adoption for the profession, according to a new report.
Read more...New Financial Planning technology here to stay - survey
- Thursday, 29 April 2021
- Articles
The majority (89%) of financial advisers are using some form of new technology as a result of the Coronavirus pandemic, with the change likely to be permanent, according to a new report.
Read more...FinCalc integrates with Intelligent Office
- Friday, 26 February 2021
- Articles
Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.
Read more...Parmenion launches management info dashboard
- Friday, 12 February 2021
- Articles
Parmenion has launched a dashboard-based business data and management information service for clients.
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