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 Financial Software has developed a new quotation service for split cover life and critical illness (CI) policies.
Legal & General has rolled out its online new business system to its mortgage network, Legal & General Partnerships Services Limited (LGPSL).
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 has partnered with identity management specialists GB Group to launch an electronic identity checking service to help IFAs avoid breaching FSA regulations.
A merger between mortgage sourcing provider Trigold and point of sale solutions firm Crystal has been finalised, IFAonline understands.
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....
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 Software Solutions have confirmed they are to merge into a combined business called Trigold Crystal Ltd, subject to formal consent from shareholders.
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.
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One leading IFA firm in Scotland explains how going on platform is transforming their pension offering
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.
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.
Mark Polson looks at freedom of movement between wrap platforms
Nick Flynn discusses how recent underwriting innovations have affected the annuity industry
Adrian Shandley gives his views on how the wrap market needs to evolve
Trigold is to integrate its online sourcing system with a lead reporting tool to make it easier for advisers to manage purchased leads.
Financial advisers are being warned they could face another TCF challenge via their point-of-sale providers.
Trigold has launched Case Manager, a new software that will help mortgage advisers manage their client files.
Trigold has partnered with LeadPoint to allow brokers to source new business directly through their Trigold system.
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.