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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

10:26

Sipp and Ssas provider updates website for advisers

Firm also plans to launch tool to help advisers complete all appropriate forms by entering details only once.

From Investments| Sep 30, 2014

Zurich platform cuts re-reg time by 50%

Slashed re-registration times follows the adoption of Origo’s Options Transfers service.

From Investments| Sep 23, 2014

Another wrap to launch white label DIY service for advisers

Platform currently “testing and learning” to create tool advisers can use to lure future customers.

From Insurance| Sep 19, 2014

Protection comparison software to tackle difficulties

UnderwriteMe boss claims adoption of his softwawre by insurers should make buying process easier.

Companies & People| Sep 17, 2014

Ascentric sees profits plummet due to tech upgrade

Wrap spends £1.6m last year on back office systems revamp with Bravura.

Sep 15, 2014

IG Group slams ‘basic and opaque’ trading platforms

Online trading firm criticises rival’s “outdated and under-invested technology”.

Analysis & Opinion
Utterly buttery

Sep 24, 2014

Utterly buttery

A decade ago, the UK modelled its platforms on Australian examples. It’s time we learned from them again, says Mark Polson.

Scepticism reins over automated advice

From Regulation| Sep 10, 2014

Scepticism reins over automated advice

The provision of automated advice will find little progress until regulatory hurdles are overcome

FCA must get up to speed on social media

Aug 28, 2014

FCA must get up to speed on social media

The FCA needs to get with it online

The appliance of science to clients

Aug 26, 2014

The appliance of science to clients

Technology providers would do well to pay attention to how their products are used, says Mark Polson.

Recent Articles
  1. Advisers need to grasp tech nettle or be left behind
    Sep 11, 2014

    Advisers need to grasp tech nettle or be left behind

    IFAs can get ahead with better use of social media, data and automated advice, says regulatory lawyer.

  2. Hornbuckle rolls out web-based interactive tool
    Sep 05, 2014

    Hornbuckle rolls out web-based interactive tool

    “We want to see better consumer outcomes”, Hornbuckle’s proposition boss says.

  3. Exeter Friendly updates underwriting technology
    From Insurance| Sep 05, 2014

    Exeter Friendly updates underwriting technology

    New system enables immediate underwriting decisions.

  4. Apps could monitor clients and dictate premiums
    From Insurance| Sep 02, 2014

    Apps could monitor clients and dictate premiums

    Discounts could be available for customers willing to adopt “wearable technology”, providers admit.

  5. Lender urges advisers to consider alternative finance
    Sep 01, 2014

    Lender urges advisers to consider alternative finance

    Director predicts advice opportunities when small businesses ditch banks for online alternatives.

  6. National Audit Office criticises HMRC tech contracting
    Aug 28, 2014

    National Audit Office criticises HMRC tech contracting

    NAO estimates a £6.3bn overspend during the life of the contract.

  7. Technology Spotlight: The appliance of science to clients
    Aug 26, 2014

    Technology Spotlight: The appliance of science to clients

    In this month’s Technology Spotlight, Mark Polson highlights why more attention should be paid by technology providers to how their products are used.

  8. ‘Caveat emptor’ should surely apply to Twitter
    Jon Cudby| Aug 21, 2014

    ‘Caveat emptor’ should surely apply to Twitter

    The FCA’s consultation on social media reveals an urge to tinker, despite the area being impossible to regulate

  9. Skandia creates technical info site for advisers
    Aug 14, 2014

    Skandia creates technical info site for advisers

    Hub replaces previous publication and will shortly be available as a mobile app.

  10. Aug 13, 2014

    Solutions for our ecosystem

    Technology can play a role in driving a nationwide savings culture

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