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