FinaMetrica, part of PlanPlus Global, has integrated its risk-profiling tool with financial advice back-office software supplier Intelliflo's Intelligent Office (iO).
The integration enables subscribers to FinaMetrica's risk-profiler to issue an invitation to a client to take a risk tolerance test within the iO software. The connection between the two software providers...
Asset managers and platforms don't always see eye-to-eye
Powerful and transformative forces
Increasing in lockdown
'No need to be an expert'
For smaller and medium firms
'There will be more consolidation'
Fee-based revenue fell 13%