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Technology for Advisers

Latest News

Jan 29, 2015

Mutual rolls out ‘virtual face-to-face’ advice service

Financial consultants could save up to 2.5 hours per meeting by doing things remotely, firm claims.

From Pensions| Jan 22, 2015

Electronic transfers and re-reg continue to increase

Fourteen of the top 20 adviser platforms now live with electronic transfers, representing over 80 per cent of assets under administration.

Jan 22, 2015

HomeLoan Partnership launches online portal

New system will allow advisers and clients to get applications done more quickly and efficiently.

Companies & People| Jan 21, 2015

Ipipeline and Openwork launch protection service

Proposition is a new protection quote service.

Jan 21, 2015

Intelliflo unveils adviser portal updates

Update due to go live in July for all users of Intelligent Office.

From Investments| Jan 14, 2015

Tax-efficient funds lining up for platform launch

Talks with big name platforms “beyond concept” with first launches due “very shortly”.

Analysis & Opinion
Tech spotlight: It is you who is imperfect

Jan 22, 2015

Tech spotlight: It is you who is imperfect

The weak link in most machinery, isn’t actually in the machinery, says Mark Polson.

Technology: Change from necessity, not invention

Dec 23, 2014

Technology: Change from necessity, not invention

With several big changes in financial services tech, there has not been much innovation, says Mark Polson.

Recent Articles
  1. LV updates adviser tool to reflect pension reforms
    Jan 14, 2015

    LV updates adviser tool to reflect pension reforms

    App now takes into account managed drawdown and full and partial drawdown options.

  2. Standard Life rolls out platform upgrades
    From Investments| Jan 14, 2015

    Standard Life rolls out platform upgrades

    Wrap planning investment selection tool, adviser dashboard and range of new reporting options over course of 2015.

  3. Exeter now gives instant decision to six out of 10
    From Insurance| Jan 13, 2015

    Exeter now gives instant decision to six out of 10

    Insurer says new technology makes advisers’ life easier.

  4. Lighthouse to launch online advice service
    Jan 09, 2015

    Lighthouse to launch online advice service

    Service will be trialled with selected partners for initial six month period.

  5. Half of advisers do not use social media: Apfa
    Jan 06, 2015

    Half of advisers do not use social media: Apfa

    Survey finds 37 per cent of advisers are not aware of the regulations around financial services and social media.

  6. Intelliflo integrates with Evalue adviser tools
    Jan 05, 2015

    Intelliflo integrates with Evalue adviser tools

    Technology combination gives IFAs new suite of planning tools.

  7. Online advice brands ‘fit’ with pensions guidance
    Companies & People| Dec 22, 2014

    Online advice brands ‘fit’ with pensions guidance

    Websites targeted at people who are either disinclined to find, or cannot afford, face-to-face advice.

  8. Chapters plans January roll out of online simplified advice
    Dec 22, 2014

    Chapters plans January roll out of online simplified advice

    Said So will aim for 30-40 year olds, with a target of 15,000 clients by the end of 2015.

  9. Selectapension updates adviser tools after usage fall
    Dec 18, 2014

    Selectapension updates adviser tools after usage fall

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

  10. P2P lenders can sustain economic shock: research
    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.

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