Technology
Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO
Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year