Twenty7tec has new launched customer relationship management software for brokers, called FINPLAN Home. The mortgage tech firm says the software is the latest upgrade of the Finplan customer ...

Axis Direct, the online brand of broking firm Axis Securities, announced the launch of FinPlan - a holistic financial planning and wealth-building platform powered by Finbingo (a SEBI registered ...

Technology provider Twenty7Tec has bought Bluecoat Software, the owner of Finplan - a client relationship management solution (CRM) used by some 300 advice firms. The deal, the value of which was not ...

NEW DELHI: Axis Direct, the online brand of Axis Securities, has launched FinPlan, a financial planning and wealth-building platform powered by Finbingo, an investment advisor registered with the ...