Platforms Advisers Platforms Technology Plannr and Seccl launch first phase of CRM integrationBy Tom Browne Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
3 Platforms Advisers Business Platforms Technology David Ferguson: Value and values should go hand in handBy David Ferguson We operate in a long-term industry with a complex series of interdependencies…
1 Technology Advisers Business Distribution Platforms Technology David Ferguson: Connected utopia is closer than you thinkBy David Ferguson Let’s imagine for a moment what a genuinely connected technology ecosystem could…
Technology Advisers Business Technology PlanHappy launches ‘all-in-one’ support system for plannersBy Darius McQuaid Support-services provider PlanHappy has launched an ‘all-in-one’ technology solution that supports both…
Platforms Advisers Business Investments Platforms Cooper Parry Wealth selects Seccl to power new investment platformBy Darius McQuaid Financial-planning firm Cooper Parry Wealth has selected Seccl to power its new…
1 Platforms Platforms Platform space on verge of major changeBy Lois Vallely It is “only a matter of time” before disruptors in the financial…
Platforms Advisers Business Platforms Seccl to power Plan Happy adviser platform By Momodou Musa Touray Platform service operator Seccl has been contracted to provide tech support to…
Pensions Platforms Seccl launches drawdown SippBy Michael Klimes Seccl, the Octopus-owned embedded investment platform, has launched its own fully digital…
1 Platforms Business Platforms Seccl appoints ex-Abrdn head of platform operations By Momodou Musa Touray Seccl has appointed former Abrdn platform head of operations to strengthen its…
Platforms Seccl hires Alex Henderson as chief risk officer from Virgin MoneyBy Momodou Musa Touray Platform technology provider Seccl has appointed Alex Henderson as chief risk officer…
1 Technology Platforms Regulation Standalone platforms won’t exist in future, Seccl head saysBy Michael Klimes Standalone platforms will not exist in the future due to changes in…
Business Business Seccl beefs up management team to drive growthBy Michael Klimes Seccl, the Octopus-owned custodian and platform technology provider, has strengthened its senior…