Centology integrates the Pathlines Pensions SIPP form into CRM
Supports firms with CRM‑led workflows and increasingly digital advice journeys
Average financial promotion approval turnaround time of one hour
'Unplugging advisers from the Matrix'
'If inputs diverge, so do outputs, and so, potentially, does the advice those clients receive'
UK regulatory standards ‘remain strict’
Launches Pennee and adds third-party DFMs to platform
Provider’s trading update for Q1