February 2021 Upgrade

Pathway Investments

The new Pathway Investments that were introduced this month are now offered as an Internal Fund Switch action in Pension Review and as an Investment Strategy in both Pension Review (Personal Pension Plans & SIPPs) and Retirement Income (Flexi-Access, Beneficial Flexi-Access & Capped Drawdowns) sections.

Intelliflo Integration

The integration with iO - the back office system from Intelliflo - was extended to Investment & Pension Review & Recommendation sections last month.

Let us know if you wish to use the integration - it's free of any charges.

Transact Integration

Similarly the integration with Transact is free of charge. Again let us know if you want to use this.

Cashflow Modelling

Cashflow Modelling (now with Stress Testing) plus more than 20 financial calculators are now half-price at just £30+VAT per user per month for our existing Suitability customers - contact us to arrange a one-to-one demo

Coming soon...

More features and updates will be added in coming months including integration with Iress Xplan.

Previous Upgrade

For details of the last upgrade click here