True Potential adds Open Banking to speed money transfer
Intense Life Desires The proposition will be available to all True Potential clients, with access to participating banks’...
Transfer
Pension transfer scam red flags pass 94%
This is the second time the Index has passed 90% over the past year. Over...
Pension transfer times fell after tax year end
Pension transfers fell Simpler pension transfers took an average of just 10.8 days to complete...
Pension transfer at highest level for 2 years
The XPS Transfer Value Index The number of pension transfers has risen to its highest...
Transact launches data transfer link with Intellifo
Transact website Adviser platform Transact has partnered with fintech and back office provider Intellifo to...
Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)
Welcome to the June 2025 issue of the Latest News in Financial #AdvisorTech – where...