Fintech Plannr launches CRM system for Planners

Fintech start-up Plannr has launched a back-office solution for Financial Planners.

Read more...

Financial Planning tech firm announces profit boost

A tech firm which makes Client Relationship Management software for Financial Planners, among a range of technology systems for firms across the financial services sector, has announced a statutory net profit for 2016 of about £48million, up 7% over the prior year.

Read more...