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Technology

Technology

Tech review: Morningstar's Adviser Workstation

Mark Loosmore of AT8 Group looks at the latest developments of Morningstar's Adviser Workstation research and planning solution

clock 26 May 2011 •

Wrap/platforms

Bestinvest launches execution-only platform

Bestinvest has launched an execution-only platform and SIPP service.

clock 24 May 2011 •

Wrap/platforms

Financial strength 'key' when selecting platform

Platforms should spend less time launching financial planning tools and "step up" their efforts in the areas of financial strength, technology and service support, according to Rayner Spencer Mills.

clock 24 May 2011 •

Wrap/platforms

Transact holds pole position on platform table

Transact has held its top spot on The Platforum leaderboard for the first quarter.

clock 20 May 2011 •

Wrap/platforms

Transact falls prey to mafia game twitter scam

Transact has fallen victim to a hacking scam on Twitter resulting in the wrap inadvertently inviting followers to play an "addictive" game about mobsters and the mafia.

clock 20 May 2011 •

Technology

Tech review: Financial Express' eValue

Mark Loosmore of AT8 Group looks at the acquisition of eValue from Towers Watson by Financial Express.

clock 19 May 2011 •

Wrap/platforms

Which provider topped the SIPP/ISA charts?

Alliance Trust has published its top 20 most popular funds purchased through platform i.nvest for SIPPs and ISA investments over the 2010/11 tax year.

clock 17 May 2011 •

Wrap/platforms

Cofunds appoints head of platform consultancy

Cofunds has appointed Mike Preston as head of platform consultancy for its intermediary service.

clock 17 May 2011 •

Wrap/platforms

Nucleus inflows up 36% in record first quarter

Nucleus has announced a 113% surge in revenues for the first three months of the year in what was a record quarter for the IFA-owned wrap.

clock 16 May 2011 •

Wrap/platforms

IFAs forced to 'second guess' platform rules

A lack of clarity from the FSA about advisers' use of platforms means firms have to "second guess" the regulator's requirements, according to The Platforum managing director Holly Mackay.

clock 16 May 2011 •
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