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Plannr integrates with Söderberg and Selectapension
Fintech adds web-based CRM and management system
Major US fintech buys UK Chartered Financial Planner
Iress to sell Pulse portfolio software arm
Saltus adds FinCalc digital Planning tools
Fintechs team up to aid legacy system transfers
Iress appoints new UK executive managing director
Platform One adds new office to support growth
Tessa Lee: 5 ways AI will transform Financial Planning
3 month delays in onboarding with wealth managers
Cashflow modeller Voyant pairs with Oxford Risk
Selectapension adds MPS data feed
Platform engine Bravura returns to profit
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