News and updates
Here we will keep you updated on the latest developments of the platform, as well as regulatory and company news
Platform Updates
- Introducing Joint GIAs
- Resubmit Rejected Transfers
- Cloning Illustrations is now available
- Client names now available in reporting
- Partial Sipp Cash Transfers are now live!
- Expectation Delete
News
- Tax Year End 2024-2025: Important Dates and Deadlines
- Tax Year-End Planning: A Key Time for Financial Advice
- Trust and Corporate Client accounts are now live!
- Two way integration with Plannr
- Söderberg & Partners names Plannr Technologies as back-office partner
- Söderberg & Partners adds performance reporting tool from WealthSweet to tech stack