Technology
UK investment services firm rolls out API tool for advisers
To allow them to integrate the software they use with its platform
Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios