Basic info
Industry
financial services
Sectors
Financial Services
Risk Profiled Investments
Investment Planning
Finance
Portfolio Review
Risk target managed
Asset Managers
Financial Advisor Software
IFAs
Risk Management
Financial planning tools
Commercial
Investment Research
Cashflow Planning
Risk Profiling Software
Risk profiling
Financial Planning Software
Fund risk profiling
Date founded
2003
Funding rounds raised
D
Distribution Technology raised undisclosed on July 14, 2022
Investors: FPE Capital LLP