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Current SaaS advice solutions

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Start to finish retirement advice in under 2 hours

Our Paraplanner tool uses hybrid of human and digital to drive cost savings for advisers

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News & updates

A crackdown on robo? Good news for all

David Prosser is a freelance journalist who writes about personal finance, technology and innovation. The headlines could hardly have been more damaging. The Financial Conduct Authority’s announcement of the results of its review into the [...]

Should SMEs employ a chief technology officer?

Our Chief Technology Officer Peet Denny was interviewed for The Telegraph in an article about the value of CTOs within SMEs. 'For an organisation doing any kind of product development, it's crucial to have someone [...]

AI will boost job numbers, but only with training

18th June 2018 Jon Card is a freelance journalist specialising in small business, enterprise and technology, writing for The Guardian, The Telegraph and The Times on a regular basis. Despite apocalyptic predictions, most in the [...]