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  • O&M adds DB transfer analysis service

    O&M said it has had many requests to add a retrospective DB transfer analysis tool from advisers looking for help with past client reviews, compliance, and file tidy-ups.
  • Defaqto launches integrated cashflow modelling

    Defaqto Engage website
  • Transact creates IHT index for advisers

    Jonathan Gunby, CEO of Transact
  • Schroders adds carbon offset share classes

    Schroders' website
  • Seccl unveils automated drawdown SIPP

    Seccl's website
  • Janus Henderson adds life sciences equity fund

    Janus Henderson's website
  • Insurer launches tailored PI for Planner firms

    The digital-first product claims it can offer fairer and more stable PI insurance premiums
  • LangCat adds policy tracker to regulation software

    The LangCat website
  • Killik launches gilts portfolio

    The portfolio will invest in UK Treasury short-dated gilts and UK Government Treasury bills
  • Charles Stanley to manage Fairstone MPS mandate

    Fairstone's new HQ
  • Quilter adds app hub to platform

    Jenny Davidson, commercial proposition director at Quilter
  • Artemis launches consumer brands fund

    Swetha Ramachandran
  • Waverton launches 3 new multi-asset funds

    Waverton's website
  • FinCalc adds goals tools to Cashflow software

    FinCalc's website
  • D2C platform CMC launches £25 flat fee SIPP

    CMC Invest's new D2C SIPP offering
  • Fintech adds web-based CRM and management system

    Twenty7tec's website
  • Premier Miton set to launch MPS offering

    Premier Miton's website
  • Platform Fundment adds Lifetime ISA

    The LISA was introduced in 2017, but few adviser platforms offer them
  • Nucleus to add retirement platform

    Nucleus' website
  • Fidelity adds long-term asset fund

    The FCA has given approval to Fidelity International's first LTAF
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