Software

A small IFA firm has used its love of social media to create an automated financial advice service for those priced out and cut-off from traditional advice.

True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.

The regulator's definition of "vulnerable consumer" must include those with gaps in their understanding of financial terms and products to prevent another misselling scandal, a software provider has said.

Australian technology business IRESS has reported an upswing in underlying profits of 27.7% after its UK operations benefited from a "strong demand" from advisers and wealth managers, the group has said.

Technology provider Intelliflo has unveiled a new chief executive as current incumbent and company founder Nick Eatock becomes executive chairman.

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Cash-flow modelling firm Prestwood Software is planning to make a number of enhancements to its cloud-based adviser solution, which launched earlier this year.

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