Related topic: Technology

The new integration enables advisers to transfer client data directly from a source system into Quilter’s platform via ZeroKey’s web browser extension.

The new Broker Portal provides brokers with a dedicated online facility through which they can submit and manage mortgage applications.

The integration connects Plannr’s operating system with the digital advice platform, keeping one accurate client record across both systems.

It is backed by five founding partners: Curvestone AI, JammJar, Keychain, Roma Finance and Instamo.

SBS has launched the first sovereign AI platform purpose-built for generative and agentic AI in core banking.

The Irish AI mortgage tech firm is expanding its presence in the UK.

Gemma Harvey, founder of Box Socials, says brokers should be asking themselves three questions before posting to social media: Would a stranger learn something? Does the post stand...

The tech firm says its latest enhancement will give brokers a clearer, more editable record of each case as it develops.

FastSubmit enables advisers and administrators to autofill DIPs and full mortgage applications up to 10x faster.

The AI compliance platform has announced its roll-out to the network’s ARs.