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Guest Columnist
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Financial Planners: The key to a good CRM system
Defaqto launches new Financial Planning tool for advisers
Defaqto Content: Servicing clients from end-to-end
Defaqto Content: Helping advisers face compliance challenges
Synaptic Content: Why risk-taking has been a rational process since 1654
MiFID II cost analysis now on Defaqto fintech
Cashflow tool CashCalc to add new features in 2020
Field exits Intelliflo in major sales reshuffle
Synaptic launches risk profiling tool for advisers
Prestwood launches free cashflow tool for consumers
Defaqto Financial Planning software adds ESG filters
FinCalc launches retirement modeller tool
Tech firm launches “game-changing” Planning software
FinCalc revamps client portal
Fidelity launches AI-driven software for Planners
Langcat adds MPS to suitability software
Defaqto Engage integrates with Iress Xplan
Wealth Wizards adds financial wellbeing software
Defaqto to add cashflow modelling to Engage package
FinCalc launches Planning software link with Plannr
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