Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app. The app is available for tablet and mobile as well as desktop. The new financial profile builder pre-populates with data fed in from platforms, providers, online accounts, the Land Registry, and Open […]
Archives for June 2022
4 ways businesses can honour National Reconciliation Week
27 May – 3 June marks National Reconciliation Week in Australia. This is an important time to consciously recognise and respect our nation’s first people and consider the way we can move toward a more inclusive and respectful future. “National Reconciliation Week (NRW) is a time for all Australians to learn about our shared histories, […]