July 2024 Upgrade

NEW - Plannr CRM Integration

Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection from Plannr CRM and get latest valuations.

Base Investment & Pension Recommendations & Reviews on Plannr plans.

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

Cashflow Modelling

Cashflow Modelling 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.

Iress XPlan and Intelliflo Office Integrations

Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection and get latest valuations.

Base Investment & Pension Recommendations & Reviews on existing plans.

Let us know if you wish to use either integration - they're free of any charges.

Coming Soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here