Platforms
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
The II & IA Global Advice Study 2024-2025 interviews – Ardan International
We discuss some of the findings in our International Platforms Survey
II Awards 2024-2025 Winner’s Story – Ardan International
In this video II and IA Publisher and Co-Owner Gary Robinson speaks with Sarah Dunnage, CEO, Ardan International
Allfunds hires Sebastian Henrichs to drive growth in Germany, Austria
He previously served as CEO of FNZ in Germany and Fondsdepot Ban
FinCalc adds ‘single click’ client record button to Plannr
The new enhancement gives ‘game-changing depth of connectivity’




