IFA software founder joins web-based client service firm
- Thursday, 10 November 2016
- Articles
The founder of an IFA back office system has joined the board of a fintech company, which works with financial advice firms.
Read more...Smartphone portal launched by Financial Planning firm
- Tuesday, 08 September 2015
- Articles
A Financial Planning firm has launched a new service giving clients access to their personal financial information in one place via their smart-phone. Read more...