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
- Raise Trades now implemented for fees
- Instructing a Fee on a Cash Transfer-In
- Manual Transfers on the Transfers Workbench
- Introducing Joint GIAs
- Resubmit Rejected Transfers
- Cloning Illustrations is now available
News
- Flower Group (TFG) & Growth Centre
- Firenze & Lombard Lending
- 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