Fintel

2023年8月14日,

Fintel宣布收购两个技术平台来支持其服务的主张。它已经获得了主管顾问是一个学习的平台,帮助顾问满足法规遵从性规则。和Fintel也买了MICAP提供独立建议投资产品的工具。fintech提供者透露的消息在一个交易更新今天公布的截至2023年6月30日的六个月(7月27日)。主管顾问是第一个收购通过Fintel智商的手臂,是一个技术和解决方案中心。它的目的是获取和开发一个连接管理和业务支持平台,可以使用在Fintel客户渠道。主管顾问成立于2003年,目前为超过15000用户提供合规和开发培训。根据Fintel它支持每年近500000测试的完成和允许用户管理自己的条件过程在一个完全兼容的基础。这次收购是完全与前期现金储备现金资助考虑£2.5 m。这笔交易在2023年7月完成,£500000队伍earnout是基于特定的交易标准交付所有权的第一年。 Fintel also said the acquisition of MICAP by subsidiary business Defaqto will extend its data footprint and research capabilities. Defaqto provides financial information, ratings and fintech in the advice sector. Fintel pointed out both these developments follow it taking a 25% stake in Plannr Technology Ltd in June 2023 . Plannr provides a specialist CRM capability for financial advisers, planners, and wealth managers. Defaqto will integrate Plannr’s CRM system to extend the capabilities of its Engage financial advice and planning technology. This aims to realise efficiency benefits for the 8,000 financial advisers who use its platform. Fintel joint chief executive Neil Stevens said: “Fintel has worked with Competent Adviser for nearly a decade, and we know how much advisers’ value its simplicity, the flexibility of its modules, and the relevance of its content. “We selected Competent Adviser as the first investment to be integrated into Fintel IQ – our new regulatory and business support platform – as its ethos and values align perfectly to our own. “It will help us to address the vitally important and increasing need of dynamic competency and knowledge management for both advisers and providers.” Stevens added: “The acquisition will enable tailored content and further system integrations to deliver even more relevance for each user and ensure efficient integration with other adviser software systems. The more streamlined we can help to make advisers’ processes, the more time will be freed up to spend with clients and, ultimately, ensure better outcomes for all.” Other highlights of the trading update include core revenue that increased to £27.6m (HY22: £27.1m, LfL: £26.6m) up 1.6% in total and 4% on a like for like basis. Fintel intends to publish its interim results for the six months ended 30 June 2023 on 19 September 2023.