Kingswood unveils all-in-one client portal
- Thursday, 03 March 2022
- Articles
Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.
Read more...SIPPs firm Curtis Banks launches new client portal
- Monday, 22 July 2019
- Articles
Independent SIPP operator Curtis Banks has launched a new secure client portal, signalling the latest development of its new SIPP product launched earlier this year – Your Future SIPP.
Read more...IRESS expands open integration for XPLAN
- Wednesday, 05 December 2018
- Articles
IRESS has said that XPLAN clients will be able to easily allow third party software providers to directly access and integrate with XPLAN.
Read more...