FinzoMay 12, 2020Finzo develops ‘360’ – an integrated solutionFinzo has taken advantage of the enforced COVID-19 lockdown period to further enhance its support service offering to financial advice firms
FinzoDec 4, 2019Preparing for FAP licensingCEO Nick Stewart in a sit-down interview with Philip Macalister from Good Returns discussed FAP licence regime and uncertainty around costs
FinzoNov 17, 2019Finzo selects JHC’s Neon Integrated financial solutions provider Finzo announced that it will be implementing JHC Neon.
FinzoNov 7, 2019Finzo hires in-house compliance officer Finzo has attracted a strong international candidate into a key role as compliance officer.
FinzoOct 30, 2019Finzo reaches data 'milestone'Adviser group Finzo, along with Iress, have established a data feed that they say will help increase advisers’ business efficiency.
FinzoJul 1, 2019Finzo launches a new investment option for UK pension holders in New Zealand | Good ReturnsFinzo has secured the last available investment placeholder of five with Dimensional UK to access the suite of GBP Superannuation funds.
FinzoJun 9, 2019Finzo gets a global tick Finzo Earns CEFEX Certification Representing Fiduciary Excellence for the provision of fiduciary Investment Support Services.