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Technology

Wrap/platforms

Tech Review: Axa Elevate

AT8's Mark Loosmore investigates how AXA Wealth's Elevate platform has successfully set out its stall to align itself to the IFAs' perspective.

clock 03 February 2011 •

Wrap/platforms

Blog: Could 2011 be a vintage year for platforms?

Martin Jennings, MD of AXA Elevate, on the challenges that lie ahead for platforms over the coming 12 months.

clock 03 February 2011 •

Wrap/platforms

Fidelity reveals concerns over re-reg project

Fidelity says it is "hesitant" about developing a platform-to-platform re-registration mechanism as set out under TISA's recent service level agreement (SLA) until further details are clarified.

clock 02 February 2011 •

Wrap/platforms

Big Three keep stranglehold on platform market

Smaller platforms face a "long, hard slog" to get "anywhere near" the top three players who continue to dominate the market, says The Platforum.

clock 02 February 2011 •

Wrap/platforms

Ascentric offers cash rebate 'solution'

Ascentric's Hugo Thorman is "hopeful" cash rebates will be maintained for platforms and thinks the solution lies in convincing fund managers to reduce their charges.

clock 31 January 2011 •

Technology

Prestwood to host financial planning masterclasses

Software provider Prestwood is to host a series of masterclasses to introduce comprehensive financial planning to advisers.

clock 31 January 2011 •

Wrap/platforms

Cofunds raps D2C partner for targeting clients

Cofunds has told a direct to consumer partner service to remove "aggressive" marketing literature which attempted to lure clients away from the platform with the promise of full commission rebates.

clock 28 January 2011 •

Wrap/platforms

Skandia awaits cash rebate news for unbundled plans

Skandia says it will hold off on developing an unbundled charging model until the FSA clarifies its cash rebate rules.

clock 27 January 2011 •

Wrap/platforms

TISA launches re-reg service agreement for platforms

TISA has issued an industry-wide Service Level Agreement which will allow platform providers to start piloting their re-registration procedures.

clock 27 January 2011 •

Wrap/platforms

Capita unveils new version of platform comparison service

Capita Financial Software has launched a new version of Synaptic Comparator - its platform comparison and due diligence service for advisers.

clock 27 January 2011 •
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