Skybound Wealth launches lifestyle and cashflow modelling tool

Functionality allows clients to visualise their financial future through an interactive roadmap.

Parmenion launches withdrawals dashboard to support advisers

In response to adviser demand

Businessman works on laptop Showing business analytics dashboard with charts, metrics, and KPI to analyze performance and create insight reports for operations management. Data analysis concept.Ai

Wesleyan partners with FNZ to add its WP fund to more UK platforms

Following the agreement Wesleyan’s Smoothed With Profits Fund will be available on certain platforms.

Planning Tools | 4 Jun 25

13 questions for SOFI…and the AI answers

mallowstreet sees continued AI adoption needs in the advice industry, where those who do not conisder using such tools are likely to fall further behind in future.

Asia | 30 May 25

Fintech rolls out capital raising platform to ‘Uberise’ connectivity between buyers and sellers

Fintech brothers behind SharingAlpha announce latest venture targeting inefficiencies in the capital raising process across the globe.

Technology