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app

AdvisoryAI unveils adviser app to support in-person meeting note taking

Technology

AdvisoryAI unveils adviser app to support in-person meeting note taking

Advisory AI’s app aims to eliminate manual note taking and transcribe

clock 28 November 2024 • 1 min read
Digital advice platform launches client mobile app for IFA firms

Technology

Digital advice platform launches client mobile app for IFA firms

Clients can view portfolio information, track progress and upload documents

clock 03 September 2024 • 1 min read
Pension specialist launches Seccl-powered 'guided advice' app

Pensions

Pension specialist launches Seccl-powered 'guided advice' app

Paul Budgen has created ‘My Time’ to help tackle the pension advice gap

clock 24 January 2024 • 1 min read

Your profession

CashCalc launches app for advisers and clients

Part of digital subscription

clock 22 July 2021 • 1 min read

Your profession

Art of Finance to launch app for exam candidates

Study 'on the go'

clock 28 April 2021 • 1 min read

Your profession

Daniel Dodman: Helping clients deal with APP fraud

Everything advisers need to know

clock 03 December 2020 • 6 min read

Your profession

Truly IFA launches app to complement investment platform

Additional service

clock 09 September 2020 • 1 min read

Technology

PensionBee teams up with money app to create personal finance dashboard

'Pension savers left behind in 20th century'

clock 04 September 2018 • 1 min read

Investment

AJ Bell launches Investcentre app with plans for white-labelling

Free to download

clock 09 July 2018 • 1 min read

Technology

Moneyhub latest Intelliflo link-up for adviser software

Follows open banking

clock 24 May 2018 • 2 min read
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