Category: Insights
7IM’s new and improved website
In its ongoing commitment to deliver an unrivalled experience 7IM recently decided to review and...
Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
Intelliflo’s move into Open Banking
“Intelliflo’s move into Open Banking represents a step forward in the way that people are able to...
How many software systems does it take to service your clients?
How many software systems does it take to service your clients? PlanHappy believe that to improve...
My Experiences using FE fundinfo – FE Analytics
Some people might think FE Analytics is a tool that only investment specialists would use however,...
My experiences using Intelliflo – Intelligent Office
As a practice management system, the Intelligent Office (iO) system provides a range of...