Model Office has launched a financial stress-test tool to help advice firms identify where they can grow their profitability and efficiency.
Showcased at Intelliflo's ‘Change the Game' conference in London this week, the Key Financial Ratio Dashboard tool has been designed to track firms' performance and indicate how strong and robust that...
Increasing in lockdown
'No need to be an expert'
Re-platforming went well
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
It’s The Pro Adviser Podcast
Defer to 2021/2022