Platform provider Praemium has acquired UK-based financial planning software provider Plum Software.Write comment (0 Comments)
Research house Investment Trends has found licensees are investing heavily into their planning software in order for advisers to better meet the requirements of FOFA.Write comment (0 Comments)
IRESS’s Xplan and Rubik's Coin have been named as the top two financial planning software applications.Write comment (0 Comments)
US-based financial planning guru Bill Bachrach has suggested robo-advice tools will decimate FUM-focused advisers, while 'values-based' practitioners will survive the automation trend.Write comment (0 Comments)
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