Related topic: Technology

The new tool standardises meeting preparation by compiling key information ahead of reviews.

The financial technology company used its new Policy as Code tool to reduce onboarding time.

The audit trail creates a tamper-resistant "golden record" of the advice journey, ensuring that firms are always audit-ready without the need for manual archiving.

Borrowers will be given the option to open a payment account with Algbra to manage their home finance payments.

ClearScore says the acquisition of Acre will accelerate its move into mortgages.

MAB announced its M&A activity for 2025.

Advisers are using the platforms beyond product sourcing and KFI generation.

The BDLA now has 100 members across lenders and associate firms.

Nick Eatock, CEO of Intelliflo, looks at how AI, better-quality data and rising client expectations are accelerating change across advice firms, with technology now forming the...

The introduction of AVMs enables valuations to be carried out earlier in the application process.