Technology
Ark Financial Leads launches protection and mortgage lead service
A new lead generation provider has launched on the protection and mortgage markets with plans to enter the pensions and investments sectors later this year.
Capita releases split cover life and CI quotation tool
Capita Financial Software has developed a new quotation service for split cover life and critical illness (CI) policies.
L&G launches OLP Connect on mortgage network
Legal & General has rolled out its online new business system to its mortgage network, Legal & General Partnerships Services Limited (LGPSL).
Evaluate Technologies set to swell staff by a fifth
Evaluate Technologies will recruit up to 10 staff by the start of next year as it looks to expand further into the online mortgage sourcing market.
Plum Software unveils ID check service
Plum Software has partnered with identity management specialists GB Group to launch an electronic identity checking service to help IFAs avoid breaching FSA regulations.
Trigold merger with Crystal finalised
A merger between mortgage sourcing provider Trigold and point of sale solutions firm Crystal has been finalised, IFAonline understands.
Is the Trigold/Crystal merger good news for the industry?
This week saw the announcement Trigold and Crystal have merged. Not a surprise in many ways, as both are among the market leaders for supplying mortgage technology solutions, but their respective offerings were focused on different functional niches....
Direct products go live on Trigold
Mortgage sourcing provider Trigold has upgraded its Prospector sourcing system to display direct products offered by lenders to enhance advisers' research capabilities.
Trigold and Crystal in merger
Trigold and Crystal Software Solutions have confirmed they are to merge into a combined business called Trigold Crystal Ltd, subject to formal consent from shareholders.
1ST - The Exchange signs Exweb deal with HSBC
HSBC Bank has selected 1st - The Exchange's Exweb as its quotation platform, for exclusive integration with the bank's 'Solutions' point of sale (POS) system.
How do you see the platform market evolving in the UK? Can you see platforms becoming a vital part of how advisers do business?
Each month, we ask our industry to answer one big question!
A pension revolution
One leading IFA firm in Scotland explains how going on platform is transforming their pension offering
Trigold offers free software trial
Trigold is offering a free two-month trial of its sourcing software to users of Mortgage 2000's Encore system, after the latter announced it would be exiting the sourcing market.
Trigold considers direct product move
Mortgage sourcing provider Trigold is undertaking a survey of brokers to gauge their feelings about the need for sourcing systems to show direct-only products.
Innovation in annuities
Nick Flynn discusses how recent underwriting innovations have affected the annuity industry
And it's a wrap
Mark Polson looks at freedom of movement between wrap platforms
No white knight
Adrian Shandley gives his views on how the wrap market needs to evolve
Lead reporting added to Trigold
Trigold is to integrate its online sourcing system with a lead reporting tool to make it easier for advisers to manage purchased leads.
Advisers warned on point-of-sale TCF
Financial advisers are being warned they could face another TCF challenge via their point-of-sale providers.
Trigold unveils Case Manager mortgage software
Trigold has launched Case Manager, a new software that will help mortgage advisers manage their client files.
Leads offered on Trigold platform
Trigold has partnered with LeadPoint to allow brokers to source new business directly through their Trigold system.
Year of the Wrap
Earlier this year Dunstan Thomas ran two parallel surveys based on the impact of wrap services. The first focused on providers and administrator firms and the second on financial adviser community. Chris Read, summarises the key findings.
