The tool enables advisers to provide clients with personalised reports outlining their potential financial futures.

The tool enables advisers to provide clients with personalised reports outlining their potential financial futures.
We spoke to Hamza Behzad, business development director at Finova, about which areas of the mortgage market are showing the most promise in 2025 and beyond, why lenders no longer need...
In the latest of his 'Mythbusting' series with Financial Reporter, Harpal Singh, CEO at conveybuddy, says the idea advisers will become obsolete in the near future is a myth, and one...
Broka joins NACFB as a partner, offering brokers access to 250+ lenders in one sourcing platform.
Independent research confirms the need for industry and government to co-create a property data trust framework with the OPDA.
By typing in their case query, brokers receive instant suggestions on criteria areas to explore.
Two-thirds (65%) of generation Z and three-fifths (61%) of millennials have used AI tools for personal finance.
Ifthikar Mohamed, co-founder of MortgagX and Wis Mortgages, outlines the most pressing reasons why it pays to understand AI as a broker.
Updates include a new set of five managed funds, new digital functionality, dripfeed drawdown, and streamlined platform charges.
In conjunction with its remortgage proposition, PEXA can now facilitate 70% of all transactions in England and Wales.
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