Wealth Manager Brooks Macdonald has added a ‘strategic partnerships’ offering for Financial Planning firms.

Fintech Plannerpal has launched a new AI tool which standardises meeting preparation by compiling key information ahead of reviews.

Platform and DFM provider Parmenion has added a new withdrawal dashboard, which it says is designed to help advisers when they need to view information about clients’ withdrawals.

Adviser support services firm SimplyBiz has launched an ongoing review service option to broaden its business consultancy service.