07/11/2022
Expanded range of verification functions, including facial biometrics, global address checking and ID validation
07/06/2022
“Our new Xplan packages provide increased choice and ease for advisers, with functionality like client portal, digital signatures and automated workflows available out of the box.”
07/05/2022
Both cybersecurity and platform availability risks are reduced by leveraging the highly secure and reliable infrastructure of Microsoft Dynamics 365 Business Central online, in addition to being seamlessly interoperable with Office 365.
07/04/2022
The acquisition of Napoleon Asset Management allows CoinShares to offer AIFM compliant products and services, in addition to its market leading position as an issuer of crypto Exchange Traded Products (ETPs).
07/01/2022
Gareth Lewis, chief executive and co-founder of Delio, received the award at the Vision 2022 National Dinner held in Bristol on 30th June.