Iress to sell Pulse portfolio software arm
- Thursday, 09 May 2024
- Articles
Fintech Iress is to sell its Pulse portfolio management software to SecuritEase Holdings UK Limited, part of New Zealand-based SecuritEase group.
Read more...Defaqto expands Engage as ‘all in one’ Planning package
- Thursday, 29 February 2024
- Articles
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
Read more...Financial Planner launches support platform
- Monday, 05 February 2024
- Articles
A new software platform has launched today to offer back-office, training and business support to Financial Planners.
Read more...Dynamic Planner integrates with Curo
- Friday, 06 October 2023
- Articles
Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice.
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