Adviser platform Transact has rolled out a new Family View tool which allows clients and planners to view multiple portfolios through one account and supports inter-generational planning.

Asset manager Invesco has launched a soft skills CPD-accredited platform for Financial Planners and advisers focusing on emotional intelligence, practice management and investment skills.

Pension consultancy Isio has launched a new platform to allow investors such as pension schemes to sell illiquid assets more efficiently.



Adviser platform Parmenion plans to introduce tiered adviser charging on its platform this summer to support evolving business models in advice firms, it said.