Technology

Companies | 13 Dec 21

Reports say the firm will use the funds for future acquisitions

Companies | 7 Dec 21

In a bid to ‘deliver significant operational efficiencies and improve the client experience’

Companies | 1 Dec 21

In a bid to make it ‘quicker and easier for advisers to build, adapt and stress-test clients’ plans’

Best Practice | 22 Oct 21

They will have access to templates, a financial planner community and get software discounts

Companies | 14 Oct 21

Financial services sector is ‘lagging’ behind in the global digital transformation