News
Access FS launches Elev8 CRM
The platform brings case management, workflow support, client communication, performance tracking, training and business development tools into one system.
CRMs
News
My Estate Agent selects Alto to support agency launch
Melanie Youles, founder of My Estate Agency, selected Alto for its transparency, usability and value for money.
News
HLPartnership launches CRM upgrade to cut admin for limited company BTL cases
The update aims to cut admin and help advisers manage more company-structured cases.
News
Home of Mortgages joins Street.co.uk partner platform to boost agent referrals
The platform is built into the Street.co.uk CRM system, allowing agents to send referrals to Home of Mortgages in one click.
News
Sinclair Hammelton selects Alto as main CRM partner
Nick Shaw said: “We’re thrilled to support Kathryn, Russell and the whole Sinclair Hammelton team as they enter this new chapter.”
News
Alto reports record year with strong Q4 performance
The CRM provider recorded 37% year-on-year sales growth across 2025, its highest full-year total on record.
News
Plannr CRM achieves SOC 2 certification to strengthen data security assurance
The certification strengthens the firm's position as a CRM provider focused on both technological advancement and robust data protection standards.
Opinion
Why CRMs should evolve with the brokerage – not the other way around
Matt Harrison, commercial director at Finova Broker, discusses how the rapid changes in the brokerage industry have left many CRMs lagging behind.
Featured
Twenty7tec calls for single-platform CRM solutions as adviser frustration grows
Nearly 70% of advisers are ready to switch CRM providers, according to new research from Twenty7tec and Smart Money People, prompting a renewed call for streamlined, integrated systems.