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Home > Your Industry > Technology for Advisers

Technology for Advisers

Latest News

Dec 18, 2014

Selectapension updates adviser tools after usage fall

Percentage of cases reviewed using the remodelling and asset allocation features fell since launch.

From Mortgages| Dec 18, 2014

P2P lenders can sustain economic shock: research

First-ever published stress tests for a P2P lender claims it has a natural stability against economic shocks.

Companies & People| Dec 17, 2014

Prydis Wealth updates back office system

System has been designed bespoke for Prydis by Enable, part of the same group as the Fusion platform.

From Investments| Dec 16, 2014

Cofunds set to launch bulk conversion tools in 2015

Platform writes to over 5,000 intermediaries to tell them how they will support them in the run-up to the ‘sunset clause’.

From Pensions| Dec 11, 2014

Unbiased demands clear signpost to advisers in 2015

Guidance guarantee must include clear signposting to regulated financial advice, says Unbiased boss.

Dec 10, 2014

Platforms must work harder for advisers – Axa

Platforms should add time-saving provisions such as allowing transactions for multiple product wrappers in one move

Analysis & Opinion

From Special Report: Financial Adviser Service Awards - November 2014| Nov 26, 2014

Analysis: Getting up close and personal

No matter the advances in technology and service, nothing will beat knowing a client personally

Tech spotlight: Nothing new under the sun

Nov 24, 2014

Tech spotlight: Nothing new under the sun

There are only so many things financial services can do. We should focus on doing them well, says Mark Polson.

From Special Report: Adviser Technology - November 2014| Nov 24, 2014

Which back office systems should you use?

A mix of systems is needed to use these to the best of their ability.

Recent Articles
  1. True Potential enters AE market with ‘unique’ proposition
    Dec 10, 2014

    True Potential enters AE market with ‘unique’ proposition

    Proposition is free for employers and there are no administration fees or ongoing charges for using the system.

  2. Consultancy develops commission disturbance matrix
    Dec 10, 2014

    Consultancy develops commission disturbance matrix

    Newer advisers with clients already on fee-based system less convinced by need for tool.

  3. Distribution Technology appoints advisory board
    Dec 09, 2014

    Distribution Technology appoints advisory board

    Group will meet every quarter to provide expertise on firm’s methodologies and software.

  4. Equifax launches consumer segmentation tool
    Dec 08, 2014

    Equifax launches consumer segmentation tool

    New tool predicts postcode wealth up to 17 per cent better than other segmentation tool, company claims.

  5. New tool to remove complaints risk from simplified advice
    Dec 02, 2014

    New tool to remove complaints risk from simplified advice

    Developer looking for network and platform partnerships to enable free access to tool.

  6. Intelliflo updates adviser software functionality
    Dec 02, 2014

    Intelliflo updates adviser software functionality

    Improvements designed to free up billable time for advisers.

  7. Defaqto launches platform service rating system
    From Investments| Dec 01, 2014

    Defaqto launches platform service rating system

    Available within Engage adviser software, platforms will be rated gold, silver or bronze.

  8. Friends Life denies ‘snooping’ on all protection claimants
    From Insurance| Nov 26, 2014

    Friends Life denies ‘snooping’ on all protection claimants

    Insurer denies claims that it requires full online checks on every claim or waiver of premium.

  9. Cofunds partners with Square Mile for fund research
    From Investments| Nov 25, 2014

    Cofunds partners with Square Mile for fund research

    Deal will also provide tailored support and investment services to platform.

  10. Back office systems: Adviser case studies
    From Special Report: Adviser Technology - November 2014| Nov 24, 2014

    Back office systems: Adviser case studies

    A range of adviser share their experiences with back office technology and how it’s used in client interactions.

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