There’s little doubt that smartphones are becoming the dominant method for consumers to engage with service providers. So it’s safe to settle any previous debates about whether financial services ...

Finagraph, a financial technology company, has released Flight, a new web-based portal app for accounting professionals and their business clients. Processing Content CEO James Walter described the ...

Plannr Technologies Ltd, the modern, API-first CRM provider for financial advice firms, today announced the launch of its new mobile app, Wealth Portal by ...

(MENAFN- EIN Presswire) EINPresswire/ -- JJ Builders is proud to announce the launch of a new client portal app designed to bring transparency and engagement to every custom home project. Through this ...

The app is a direct extension of Plannr's platform which was already available for advisers. Through the mobile app clients can: view live portfolio valuations; complete embedded risk assessments, ...

Plannr has launched a mobile app which allows clients to view portfolios and communicate with their adviser. Wealth Portal is ...