financial planning software

ARTICLES

Ignition Wealth launches new XLPAN solution offering

Consumer robos vs enterprise digital advice: two different playing fields

CXi Software goes for experience

Midwinter channels new data service for ‘holistic’ approach

New MDA operator enters market

Praemium’s V-Wrap chosen by JBWere

Libertas launches accountant licensing package

Dover signs with Midwinter for advice expansion

Class, nabtrade partner on direct-connect data

Decimal strikes deal to offer advice software to mutual bank

IRESS makes big breakthrough with Commbank

Xplan named top planning software for eighth year

Good reasons for industry funds to link with planners

AdviserLogic upgrade RiskLogic

Advice still required for direct equities investors