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Technology

Technology

Tech review: Free tools you can use to assess clients' ATR

This week, Mark Loosmore of AT8 Group looks at a pair of free ATR tools, one from Standard Life and the other from LV=/

clock 14 July 2011 •

Wrap/platforms

Axa Elevate adds Hornbuckle SIPPs

Axa Wealth platform Elevate is offering SIPPs by provider Hornbuckle Mitchell to its investors.

clock 11 July 2011 •

Wrap/platforms

Nucleus breaks the £3bn barrier

Nucleus has passed the £3bn AUM barrier following a record six months of inflows and adviser interest.

clock 08 July 2011 •

Wrap/platforms

Principal's WealthSpace launches on Ascentric

Principal Investment Management has launched its Wealthspace range of mandated portfolios on Ascentric.

clock 08 July 2011 •

Wrap/platforms

Ascentric extends tax wrapper offering

Ascentric has extended its choice of tax wrappers with the addition of Sanlam's Transfer Pension Portfolio (TPP), a self invested Section 32.

clock 08 July 2011 •

Wrap/platforms

Nucleus nears profitability after strong Q2

Nucleus saw nearly £400m of new business in the second quarter of 2011 as the IFA-owned wrap nears sustained profitability.

clock 07 July 2011 •

Wrap/platforms

FundsNetwork revamps website

FundsNetwork has launched a new website home page on the back of adviser feedback.

clock 07 July 2011 •

Technology

Tech review: Dynamic Planner

Mark Loosmore of AT8 Group looks at how financial planning stalwart Dynamic Planner is responding to new challengers in the market.

clock 07 July 2011 •

Wrap/platforms

Advisers pan platform service levels

Platforms are falling short on service levels despite this being one of the main reasons advisers switch between providers, research suggests.

clock 07 July 2011 •

Wrap/platforms

Elevate adds Evercore model portfolios

Axa Elevate has partnered with Evercore Pan-Asset Capital Management and Collins Stewart Wealth Management to add a further range of discretionary portfolios to its offering.

clock 06 July 2011 •
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