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Top News In Adviser Cloud Today - Breaking & Trending Today

Former CFS exec joins Centrepoint Alliance board

Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board. ....

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Centrepoint Alliance targets self-licensed advisers with Adviser Cloud

Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio administration service. ....

John Shuttleworth , Centrepoint Alliance , Financial Advice Matters , Adviser Cloud , Ventura Managed Accounts Portfolios , Adviser Cloud ,

Scottish Widows Platform partners with Origo Integration Hub to deliver rapid progress on adviser CRM integrations

Scottish Widows Platform partners with Origo Integration Hub to deliver rapid progress on adviser CRM integrations
ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.

Jackie Leiper , Anthony Rafferty , Scottish Widows Platform , Origo Integration Hub , Customer Relationship Management , Scottish Widows , Bulk Valuations , Dynamic Planner , Adviser Cloud , Bulk Transaction History , Bulk Transaction , Account Opening , Share Dealing , Embark Group , Integration Hub ,

The Morning Briefing: Charles Stanley new hires and women in finance

Good morning and welcome to your Morning Briefing for Thursday 10 August 2023. To get this in your inbox every morning click here. Charles Stanley new hires Charles Stanley has come to an agreement with Brown Shipley to add its court of protection (Cop) team to its existing team. This will add further scale to its ....

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Platforms partner to deliver data 'seamlessly' to advisers

Adviser-focused platforms Novia Financial and Wealthtime have partnered with Finio to integrate with Intelliflo. ....

Eden Scrivengersaid , Sprint Enterprise Technology Finio , Sprint Enterprise Technology , Adviser Cloud , Adviser Platforms , Novia Financial ,