Younger Planners driving tech change

Financial Planners under the age of 45 are driving technology adoption for the profession, according to a new report.

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New Financial Planning technology here to stay - survey

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.

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FinCalc integrates with Intelligent Office

Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.

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Parmenion launches management info dashboard

Parmenion has launched a dashboard-based business data and management information service for clients.

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