FinCap has confirmed the inaugural line-up of its investment manager partners underpinning its newly launched Helm portfolio suite.
GBST’s Jeff Hall said the upgrade focuses on clearer retirement income modelling, after-tax outcomes and smoother workflows.
Class’ Angelique Faes said the new solutions meet the growing demand for secure AI tools that improve practices’ productivity.
Striver has launched an AI client simulation platform via Deakin University, designed to arm financial planning students with client-facing skills.



