Transact and CURO automate adviser-fee reconciliation
Transact and CURO have launched a new integration that automates the reconciliation…
Plannr and Seccl launch first phase of CRM integration
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
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Why a joined-up approach to technology is vital
Advisers are fed up with their technology not being joined up. Poor…
FinCalc and Plannr strengthen partnership with new technology
FinCalc and Plannr have teamed up to introduce a new ‘launch in…
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ZeroKey integrates with Iress’ Xplan
ZeroKey has integrated with Iress’ Xplan, as part of its efforts to…
Transact teams up with Moneyinfo to enhance client document delivery
Adviser investment platform Transact has announced a new integration with fintech provider…
ZeroKey appoints former FE fundinfo head of proposition to advisory role
ZeroKey has brought on board former FE fundinfo head of proposition Stephen…
EVPro integrates with financial adviser CRM Plannr
Financial services technology provider EV has integrated its end-to-end financial planning solution…
Plannr and Transact team up to ‘supercharge’ efficiency of advisers
Software provider Plannr Technologies and investment platform Transact have announced a new…
Exclusive: Advicetech start-up ZeroKey launches to beta users
Advicetech business ZeroKey has today (1 August) launched its minimum viable product…
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Noel Butwell: Now more than ever, flexibility is key
It’s something advisers know only too well: the only constant is change.…
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Ian McKenna: All this tech, but why aren’t we integrated?
Advisers, providers, platforms, insurers and clients are using more tech than ever…
