September 2022 Upgrade

Trustee and Corporate Clients

Trustee clients and all popular types of trusts are now supported.

Support for corporate clients is now enhanced

Stamp Duty Land Tax

The SDLT calculator has been updated following the mini-budget.

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