Fintech
European fintech firms join forces to offer wealth tools
In a bid to help advice companies adapt to the digital world
Fintech firm creates IFA client document platform
It will help advisers organise customers’ important financial and legal information
Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
Bank of America invests in fintech platform
They have been partners since 2018
Canadian advice tech firm enters UK market
To help advisers cater to the increasing demands of clients