Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 4 of 4 results for "FinPal"

FinPal and MiiiA merge, announce rebrand

ELIZA BAVIN  |  MONDAY, 16 SEP 2019
Financial advice software providers FinPal and MiiiA have announced plans to merge their technologies and services before rebranding as Fin365. FinPal founder and chief executive Stephen Handley said he is confident the merger will lead to accelerated ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... catching up with clients instead of being trapped behind a computer. DBA Advisory and financial planning software provider FinPal recently joined forces to give advice practices access to cost-effective outsourcing solutions. The partnership will see ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... "off the shelf" outsourcing solution to ease back-office pressures. DBA Advisory and financial planning software provider FinPal have joined forces to improve the technology through which remote team members are managed, significantly reducing the cost ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
FinPal will add functionality for mortgage brokers to its software to accommodate for the increasing overlap of broking with financial advice. The next release of the FinPal software will seek to bridge the gap created by advisers and brokers using ...
PAGE:
1