Planning Tools
Latest news | 18 May 26
Skybound Wealth launches enhanced app for clients
The updated app is powered by Skybound’s proprietary wealth-tech platform Plume
Latest news | 20 Apr 26
Royal London unveils targeted support service
Service is available through Royal London’s mobile app
Best Practice | 16 Oct 25
Conquest Planning and FP Canada launch new course for financial advisers
The ‘Conquest Ready’ course trains advisers in financial planning processes
Financial planning | 2 Oct 25
NuWealth rebrands as Quilter Invest
Follows its acquisition by Quilter in 2024
Latest news | 2 Sep 25
Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.