Technology

Morningstar has integrated the FinaMetrica financial risk profiling tool into its Adviser Workstation.

Advisers are increasingly looking for platforms which offer the "critical feature" of model portfolio and discretionary asset management services, according to The Platforum.

Bravura Solutions has unveiled plans to enhance its Babel fund messaging solution to incorporate re-registration capabilities.

Software provider FNZ is building a multi-channel platform offering for Close Asset Management, including direct to consumer and retail-advised arms.

Mark Loosmore of AT8 Group gives his verdict on Aviva’s new integrated platform.

Platform assets under administration (AUA) only rose by 3.62% in Q1 as advisers' fears grew about the regulatory impact of using the technology, according to research by The Platforum.

Axa Wealth platform sales on Elevate surged 140% in Q1, bringing total platform assets under administration to £2.5bn.

Aviva has said its new integrated platform will help IFAs serve "Middle Britain" whilst also improving adviser efficiency in the run-up to RDR.

AT8's Mark Loosmore examines the improvements Voyant has made since its cash flow planning software was launched in the UK two years ago

Ascentric is launching a new report tool providing advisers with extensive coverage of client portfolio data including valuations and wrapper performance.