May 2020 Upgrade

Pension Sharing Orders

The Pension Review and Retirement Income sections now support the transfer of (part) of an ex-spouse's pension as ordered by a Court as part of a divorce settlement. This is known as a Pension Sharing Order or PSO.

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

Intelliflo Integration

Let us know if you wish to use the integration with iO - the back office system from Intelliflo - 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.

Coming soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here