May 2021 Upgrade

Fact Find Templates

New feature allows the SuperUser to create Templates for the firm's different types of client and business that all users can use when creating a Fact Find for a client.

For more details click here

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 Office Integration

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

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.

Coming soon...

More features and updates will be added in coming months including integration with Iress X-Plan.

Previous Upgrade

For details of the last upgrade click here