NextGen Planners has launched Tech Stack — a new technology solution and training programme for financial planning firms.
The solution offers a white-labelled back-office system alongside training and support from a team of experts. NextGen said the solution was a white-labelled version of the Wealthcraft platform, allowing advisers to store client data, integrate with other pieces of software and configure their internal processes in one system. It can currently integrate with software like CashCalc, Oxford Risk and Docusign, alongside many more with additional integrations to be added in the future. NextGen Planners head of strategy Adam Carolan said: "Our profession has struggled and sparred with tech...
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