July 2019 Upgrade

Retirement Interest Only (RIO) Mortgages

RIO Mortgages are now supported in the Mortgage Recommendation and Review sections.

MiFID II Review Charges

Whilst actual £ charges should be used (when available), there is now an option to estimate costs as a percentage of the current valuation, on a investment by investment basis.

Intelliflo Integration

Let us know if you are interested in integrating with iO - the back office system from Intelliflo.

Coming soon...

Look out for news of new features that are coming soon.

Previous Upgrade

For details of the last upgrade click here