If you’ve stumbled upon this article you’re most likely browsing ways to schedule a demo to gain in-depth knowledge on our offer and understand how it fits with your business’ needs. Close enough? Even if you’re not looking to replace your current system and we’ve still managed to pique curiosity, you should definitely get in […]
On May 25th, 2018 the new European data privacy law — General Data Protection Regulation, or GDPR — went into effect. So we’ve reviewed our privacy policies and agreements. In order not to cause you too much trouble with boring details, here’s a 1-minute video with our four pledges.
Imagine having to do your grocery shop, like people used to, using five or six different high street shops just to get your meat and veg for the next week. Now imagine needing a password to enter each shop, and being asked to write down the groceries you’d bought elsewhere before you’re able to buy […]
It’s been a while since we last let you know about any product updates. Too long, actually. The truth is, we’ve been busy fundamentally reinventing the way in which we work to help financial advisers. It’s quite a story, so grab a cup of tea, or a coffee, a glass of wine or even some […]