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...
Follows McVey's resignation
Schroders and Aviva Investors
LightTower Partners, Seneca Partners and Unicorn AM
Integration with Money Dashboard
View from the front row