Technology

With so many platforms vying for your business in a saturated market, deciding which one to use can be fraught with difficulty.

The Financial Services Consumer Panel (FSCP) is investigating platforms' recording of client transactions, following concerns consumers will be left with no investment history if providers go bust.

Prestwood offers two versions of its proposition: Prestwood Professional, which has cashflow planning and back office system functionality; and Truth, its specialist cashflow planning tool.

Nick Eatock, CEO of IntelliFlo, on how technology can help improve client relationships post-RDR

The FSA's platform policy paper has been delayed to Q3 as the regulator struggles to formulate final rules on controversial areas including proposals to ban cash rebates.

Positive Solutions is rolling out a bespoke version of the latest True Potential software to its partners.

RSM Tenon has appointed Macquarie wrap's former head of distribution John Porteous to head up its wealth platform proposition.

A third of platform research carried out by advisers focuses on provider strength, suggests research from Capita.

Nucleus has added a self-service option to its model portfolios, which gives advisers more control to create and rebalance investments.

Avelo's strategy & business development director, Paul Yates, believes technology is the key to better client relationships...