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
- Additional Stakeholder Options for Trust Clients - 07/11/25
- Transfer In Cancellations Now Available via the Platform - 26/09/25
- Raise Trades now implemented for fees
- Instructing a Fee on a Cash Transfer-In
- Manual Transfers on the Transfers Workbench
- Introducing Joint GIAs
News
- Client Groups for Adviser Fees are Now Live! 11/08/25
- 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!