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Technology

Technology

IRESS launches cashflow planning tool

Software firm IRESS is launching a cashflow modelling tool, as part of an expansion of its wealth platform.

clock 08 January 2013 •

Wrap/platforms

Cofunds CGT tool hit by another bug

Cofunds is continuing maintenance on its capital gains tax (CGT) calculator following fresh complaints from advisers.

clock 04 January 2013 •

Your profession

IFA Life rebrands to Life Talk

Adviser support and networking website IFA Life has rebranded to Life Talk following the implementation of the Retail Distribution Review (RDR).

clock 02 January 2013 •

Investment

OCM Wealth Management launches DFM platform

A wealth manager has launched a platform centred on discretionary fund management that claims to reduce costs for advisers by about 1%.

clock 02 January 2013 •

Wrap/platforms

Axa reduces Architas and Elevate 'loyalty offer'

Axa is to continue to offer its Elevate platform at a discount in order to entice advisers into its Architas fund range, albeit at a reduced rate.

clock 18 December 2012 •

Wrap/platforms

Skandia unbundled platform goes live

Skandia has sent its post-RDR platform live, after being unavailable for the last three days.

clock 18 December 2012 •

Investment

Skandia to pour life money into Select range

Skandia is planning to seed its new ‘Select' fund range with substantial institutional money from its life book in exchange for groups surrendering margin to join the exclusive panel of funds.

clock 13 December 2012 •

Investing in the profession

IFA: video will be my way to differentiate

Online videos will be the way one adviser plans to set himself apart from his peers in the New Year.

clock 13 December 2012 •

Wrap/platforms

Skandia squeezes managers in multi-asset range

Skandia's multi-manager range is to compete on price with the directly-invested sector, as part of the group's plan to continue aggressive negotiation with fund managers.

clock 13 December 2012 •

Wrap/platforms

AJ Bell profits up 40% as assets reach £17.5bn

AJ Bell has reported an increase in pre-tax profits of 39% to £26.5m, with assets under administration hitting £17.5bn for the year ended 30 September.

clock 13 December 2012 •
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